KENNEDY WEALTH & TAX MANAGEMENT, LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $215.5M |
| Discretionary | $206.3M96% of AUM |
| Non-Discretionary | $9.2M |
| Client Accounts | 365 |
| Avg Account Size | $590K |
| Employees | 4 |
| Peak AUM | $215.5MMar 2026 |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $215M | +12.3% | +8.6% | +8.3% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $215.5M |
| Discretionary | $206.3M |
| Employees | 4 |
| Client Accounts | 365 |
| Client Range | 0 |
Contact & Location
Address
1 POMPERAUG OFFICE PARK
SOUTHBURY CT 06488
Phone
(203) 264-1200
Filing History
24 ADV Part 1 submissions
Fee Structure
% of AUMHourlyFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)Adviser SelectionPublications
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$206M
95.7% of AUM
Non-Discretionary
$9M
4.3% of AUM
Disc. mix ▲ 1.6pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pension Plans
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank Custody
Related Entities (Item 7)
Insurance Company