RIA Intel›Advisers›Tennessee›KENNEDY WEALTH MANAGEMENT, LLC

KENNEDY WEALTH MANAGEMENT, LLC

Advisory

KNOXVILLE, TN

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$308K

across 78 accounts

AUM per adviser

$24M

1 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$24M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$24M

Discretionary AUM$24M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients24

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InTN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

24 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in TN

Closest by assets under management. All figures from Form ADV.

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DIRIGO PRIVATE WEALTH, LLC

$25M

BLUE KAYAK PARTNERS, LLC

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