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Kimery Wealth Management, LLC
Kimery Wealth Management, LLC is a wealth management firm with undisclosed lineage, AUM, and strategy. Public records show limited operational detail.
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 regulatory assets. It has 10 employees and 6 investment advisers.
General information
Firm type
Multi Family Office
Year founded
—
AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Is Kimery Wealth Management structured as a single family office or multi-family office?
The firm's public classification is ambiguous. Its LLC structure and lack of disclosure regarding a specific family suggest it may operate as a multi-family office or RIA serving multiple families. However, no official designation is available.
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.
What investment stages does Kimery Wealth Management typically target?
Investment stage targets are not specified in public documents. The firm could allocate across liquid or illiquid asset classes, but no stage preferences — venture, growth, buyout, or credit — have been reported.
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.
Where does the underlying wealth come from at Kimery Wealth Management?
Wealth origin is not disclosed for Kimery Wealth Management. No specific family, industry, or fortune is publicly linked to the firm. The source of capital remains private.
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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