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Kennedy Wealth & Tax Management LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTHBURY, CT, registered since 2018. The firm manages $215 million in assets,...
Kennedy Wealth & Tax Management LLC
KENNEDY WEALTH & TAX MANAGEMENT, LLC is an SEC-registered investment adviser in SOUTHBURY, CT, registered since 2018. The firm manages $215 million in assets, with $206 million on a discretionary basis. It has 4 employees and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Kennedy Wealth & Tax Management?
Public records do not name a specific CIO or lead portfolio manager. As a registered investment advisor, the firm is required to designate an investment committee or principal with oversight authority on Form ADV, but that filing is not publicly accessible via this research. Without a website or LinkedIn profile, the leadership structure remains opaque.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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