KENDALL WEALTH LLC

KENDALL WEALTH LLC of CAMBRIDGE, MA is an SEC-registered investment adviser (CRD 113901). Regulatory assets under management: $62.0M.

Registration

• CRD: 113901
• Type: Registered investment adviser
• Location: 10 ROGERS STREET, CAMBRIDGE, MA, 02142
• Phone: 617-945-2371
• Latest filing: 2026-03-03
• Regulatory AUM: $62.0M
• Discretionary AUM: $62.0M
• Clients: 3
• Accounts: 94

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 113901 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search