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Kimery Wealth Management, LLC

Kimery Wealth Management, LLC. CRD 288229

K

CRD: 288229

Kimery Wealth Management, LLC

Memphis, TN, 38119
9012915500
www.kimerywealth.com
$555.0M Total AUM
$555.0M Disc. AUM
-- 3Y CAGR
10 Employees
471 ADV. Clients
9 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
North timber
Established Date
06-16-2017
Office Locations
1

Office Locations

6410 Poplar Avenue, Suite 100 Memphis TN

About Kimery Wealth Management, LLC

Kimery Wealth Management, LLC is a Memphis, TN investment advisory firm focused on personalized wealth planning and portfolio construction, including financial planning plus tax and estate planning and insurance guidance. The team serves relationship-driven individuals and entrepreneurs, building asset-allocation portfolios using ETFs, mutual funds, fixed income, and select alternatives/private funds. Custody includes Schwab and TD Ameritrade.

Team overview

43 AVG AGE
$92.5M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
6.7 yrs AVG TENURE
10 Employees
6 Advisory Reps
6 RIA Reps
9yrs Firm Age

Insights

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Asset Classes

Oak Horizon Element pathway Frontier atlas Delta atlas Capital Beacon

Client Personas

Horizon

Investment Themes

Vertex Meridian fusion

Investment Vehicles

Frontier Meridian

Services

Eagle insight Wave value Oak focus Foundation catalyst Unison catalyst Prime eagle Meridian oak Focus radial Foundation element

Technology

Legacy peak

Owner & Executives

KEVIN DALE KIMERY

KEVIN DALE KIMERY

Financial Advisor, Managing Member

CRD
#1385946
Ownership
75% or more
(943) 226-1740
glacier.zenith@harborcapital.com
in linkedin.com/in/harbor-optima
MATTHEW CURTIS HEFFINGTON

MATTHEW CURTIS HEFFINGTON

Managing Member, Senior Investment Advisor

CRD
#5365434
Ownership
Less than 5%
(214) 924-9424
wave.pioneer@fusioncapital.com
in linkedin.com/in/legacy-foundation
E

Ember signal

Unison vertex

CRD
#37762
Ownership
8.3%
(295) 336-4691
frontier.delta@capitalcapital.com
in linkedin.com/in/delta-delta

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Contacts

R

RONALD TODD BEHYMER

--

CRD
#2881474
(231) 220-9918
momentum.signal@deltacapital.com
in linkedin.com/in/momentum-catalyst
Ryan Jospen Dean

Ryan Jospen Dean

--

CRD
#7609207
(213) 493-4521
element.zenith@peakcapital.com
in linkedin.com/in/pioneer-pioneer
P

Peak bridge

North fusion radial

CRD
#39093
(345) 901-9884
north.eagle@insightcapital.com
in linkedin.com/in/delta-crest

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
02-09-2022
06-09-2023
04-25-2024
10-31-2025
03-31-2026
Category Assets AVG. Account size
Discretionary $555,000,000 $319,333
Non-Discretionary $0 --
Total $555,000,000 $319,333

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Separately Managed Accounts

Total SMA Asset: $555,000,000

$555.0M Total SMA
Public Funds:
10.7%
Private Funds:
8.9%
Cash:
25.8%
Corporate - Investment Grade:
32.1%
Municipal Bonds:
8.8%
U.S. Government/Agency:
13.7%
Asset class Assets Assets %
Public Funds $901,354,594 10.7%
Private Funds $749,724,849 8.9%
Cash $2,173,359,675 25.8%
Corporate - Investment Grade $2,704,063,781 32.1%
Municipal Bonds $741,300,974 8.8%
U.S. Government/Agency $1,154,070,835 13.7%
Total $8,423,874,708 100.0%

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