# Kennedy Wealth Management

Kennedy Wealth Management is a Bank / Wealth / Trust based in Calabasas, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Calabasas, United States
- **Region:** North America
- **Address:** Calabasas, CA, United States
- **Founded:** 1980
- **Assets under management:** Undisclosed
- **Website:** kennedywealthmanagement.com
- **LinkedIn:** https://www.linkedin.com/company/kennedy-wealth-management

## Regulatory record

- **CRD number:** 117558
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117558

## About

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.

## 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.

## Related profiles

- [Kennedy Wealth And Tax Management](https://altss.com/profile/kennedy-wealth-and-tax-management)
- [Kenneth Frenke & Co](https://altss.com/profile/kenneth-frenke-co)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/kennedy-wealth-management

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