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KENSINGTON WEALTH MANAGEMENT, LLC

Advisory

BROOKLYN, NY

Data as of Apr 17, 2026 · Source: SEC Form ADV

Rank in NY

#5,446

of 5,722 advisers by AUM

Average account

$641K

across 7 accounts

AUM per adviser

$1M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 17, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

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

5 clients

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

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Advisers of similar size in NY

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

J.M. GOLDBERG WEALTH MANAGEMENT LLC

$4M

LIGHTHOUSE WEALTH MANAGEMENT, LLC

BRONX, NY

$5M

CARISSIMA CAPITAL LLC

$5M

M. D. FALK & COMPANY, INC.

$5M

HARBOR WEALTH MANAGEMENT CORP.

$4M

AFA ADVISORS LLC

LARCHMONT, NY

$4M

-45.7% 1Y

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