RIA Intel›Advisers›Georgia›KERNS WEALTH MANAGEMENT, LLC

KERNS WEALTH MANAGEMENT, LLC

Advisory

ATLANTA, GA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$345K

across 67 accounts

AUM per adviser

$23M

1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$23M

Discretionary %

97.6%

Clients

27

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$23M

Discretionary AUM$23M

Non-Discretionary AUM$554K

Discretionary %97.6%

Total Clients27

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAL, GA

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

27 clients

1 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 GA

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

BEALL FINANCIAL PLANNING, INC.

MACON, GA

$23M

LEECH GARY ASSET MANAGEMENT LLC

ATLANTA, GA

$23M

PSALM CAPITAL LLC

ATLANTA, GA

$23M

RELATIVITY CAPITAL ADVISORS, LLC

GREENSBORO, GA

$23M

SUMMIT FINANCIAL GROUP, LLC

ROME, GA

$23M

BLUEPRINT FINANCIAL STRATEGIES, LLC

EATONTON, GA

$24M

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