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Kimery Wealth Management, LLC
KIMERY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2017. The firm manages approximately $555 million in...
Overview
KIMERY WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser in MEMPHIS, TN, registered since 2017. The firm manages approximately $555 million in regulatory assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Kimery Wealth Management?
Public records do not identify named investment principals at Kimery Wealth Management. The firm's leadership team is not disclosed on its regulatory filings or public profiles. Investment decision-making authority remains unknown.
How does Kimery Wealth Management source deal flow?
No public information describes Kimery Wealth Management's sourcing model. The firm does not report proprietary deal flow, co-investment networks, or relationship-based origination. Its deal sourcing process is not documented.
Does Kimery Wealth Management participate in fund commitments or direct deals?
The firm's investment vehicle preferences are not publicly disclosed. No records indicate fund commitments, direct investments, SPVs, or co-investment activity by Kimery Wealth Management. Its participation structure is unknown.
Which sectors does Kimery Wealth Management explicitly avoid?
No negative sector screens or avoided sectors are publicly associated with Kimery Wealth Management. The firm's sector focus or exclusions are not disclosed.
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