Updated:
Kennedy Wealth Management
Retire Comfortably Without Worry! | Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who...
Kennedy Wealth Management
Retire Comfortably Without Worry! | Kennedy Wealth Management, LLC, located in Calabasas, CA, specializes in working with individuals and business owners who are 'in' or 'nearing' retirement, by utilizing a unique and proprietary 3 step financial planning process to help them build their retirement wealth, pay less in taxes, and develop income for life...so they don't run out of money before they die. This enables our clients to live their ideal retirement lifestyle.
General information
Firm type
Bank / Wealth / Trust
Year founded
1980
Location
Region
North America
Country
United States
City
Calabasas
Corporate office
Calabasas, CA, United States
Frequently asked questions
Does the firm disclose its assets under management?
Kennedy Wealth Management does not publicly disclose its assets under management. The firm operates with a level of privacy common among smaller, locally focused advisory practices.
Who are the principals of Kennedy Wealth Management?
The firm's leadership and ownership are not identified in public records. This opacity is typical for small, privately held wealth management businesses without external reporting requirements.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: