# Kennedy Wealth & Tax Management LLC

Kennedy Wealth & Tax Management LLC is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/kevin-kennedy-cpa-97117237

## Regulatory record

- **CRD number:** 172394
- **SEC file number:** 801-112886
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/172394

## About

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.

## 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.

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Last updated: 2026-07-06T01:24:19.568Z

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