# Kendall Wealth LLC

Kendall Wealth LLC is a RIA based in Cambridge.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cambridge
- **Assets under management:** Undisclosed
- **Website:** kendallwealth.com
- **LinkedIn:** https://www.linkedin.com/company/kendall-wealth-llc

## Regulatory record

- **CRD number:** 113901
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/113901

## About

Kendall Wealth LLC is an independent, woman-owned Registered Investment Advisor that helps individuals and families manage their financial lives with clarity, confidence, and purpose. As fiduciaries, the firm is legally obligated to act in clients' best interest. Its holistic approach covers investments, tax strategies, retirement planning, estate design, and charitable giving, with a focus on complex needs such as inherited wealth, business sales, and multi-generational planning.

## People

- Anna Byrne — JD, IAR, Founder of Kendall Wealth LLC
- Anna Eckert Byrne — founder of Kendall Wealth LLC, an independent registered investment advisor
- Laura Mattal — JD, Wealth Advisor at Kendall Wealth LLC
- Audrey Gardner — Client Services Manager at Kendall Wealth LLC

## Questions

### Who runs Kendall Wealth LLC?

No named principals or executives have been identified in public records, corporate filings, or media reports. The firm's ownership and management structure are not disclosed.

### What is the investment strategy of Kendall Wealth LLC?

The firm has not publicly disclosed its asset-class preferences, geographic focus, or deal-making approach. No portfolio companies or fund commitments are on record.

### Does Kendall Wealth LLC invest in external funds or direct deals?

There is no public evidence of fund commitments, direct investments, or co-investments. The firm's deployment method is unverifiable from available sources.

### Where is Kendall Wealth LLC based?

The firm's registered location and operational headquarters are not publicly specified. No additional office addresses have been reported.

### How large is Kendall Wealth LLC?

Assets under management are unknown; no AUM figure has been published by the firm or cited in external sources. The Band Display is Undisclosed.

## Related profiles

- [Quayle Asset Management](https://altss.com/profile/quayle-asset-management-inc)
- [Stock Management LLC](https://altss.com/profile/stock-management-llc)

---

Last updated: 2026-08-11T15:07:12.582Z

Canonical page: https://altss.com/profile/kendall-wealth-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology