$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
4 Employees
5 ADV. Clients
1 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-05-2025
- Office Locations
- 1
Office Locations
4910 13th Avenue Brooklyn NY
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. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$1.5M AVG AUM / ADVISOR
$896.7K AVG AUM / CLIENT
1 yrs AVG TENURE
4 Employees
3 Advisory Reps
3 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst
Client Personas
Delta
Investment Vehicles
Frontier quantum
Services
Beacon pathway Fusion meridian Oak prime Peak bridge
Owner & Executives
MOSES M SILVER
Chief Compliance Officer, Chief Executive Officer
- CRD
- #2276798
- Ownership
- 75% or more
(875) 966-1826
pioneer.north@meridiancapital.com
in linkedin.com/in/element-legacy
Showing 1 of 1 owners & executives
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N
NATHAN FISCH
--
- CRD
- #2928860
(962) 813-4948
optima.bridge@summitcapital.com
in linkedin.com/in/pathway-vector
J
JEFFREY MITCHELL SIMON
Advisor
- CRD
- #2778935
(885) 262-6834
prime.focus@oakcapital.com
in linkedin.com/in/atlas-radial
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: $4,483,724
Public Funds:
16.0% Equity - Exchange:
15.9% Equity - OTC:
26.1% Private Funds:
42.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $66,741,335 | 16.0% |
| Equity - Exchange | $66,324,202 | 15.9% |
| Equity - OTC | $108,871,803 | 26.1% |
| Private Funds | $175,196,004 | 42.0% |
| Total | $417,133,344 | 100.0% |