RIA Intel›Advisers›Florida›KANEN WEALTH MANAGEMENT LLC

KANEN WEALTH MANAGEMENT LLC

Advisory

N·COCONUT CREEK, FL

Data as of May 4, 2026 · Source: SEC Form ADV

Total AUM
$405M
1-Year AUM Growth
0.0%
3-Year CAGR
+13.6%
Employees
3
Assets Under Management
Total AUM$405M
Discretionary AUM$401M
Non-Discretionary AUM$4M
Discretionary %99%
Total Clients251
Team
Total Employees3
Investment Advisers5
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record15
First FilingJun 20, 2019
Latest FilingMay 4, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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👥 Owners & Officers

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🏦 Client Demographics

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