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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
About Kensington Wealth Management, LLC
Kensington Wealth Management, LLC is a Brooklyn-based RIA. The firm has been operating for 1 years. Managing $4.5M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 5 clients, or 1.7 clients per representative. That equates to $896.7K in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on April 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Kensington Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MOSES M SILVER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2276798
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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NATHAN FISCH
--
- CRD
- #2928860
JEFFREY MITCHELL SIMON
Advisor
- CRD
- #2778935
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,483,724 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,483,724 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kensington Wealth Management, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.