KENNEDY WEALTH MANAGEMENT

KENNEDY WEALTH MANAGEMENT of KNOXVILLE, TN is an SEC-registered investment adviser (CRD 117558). Regulatory assets under management: $24.1M.

Registration

• CRD: 117558
• Type: Registered investment adviser
• Location: 200 PROSPERITY DRIVE, KNOXVILLE, TN, 37923
• Phone: (865) 291-0648
• Latest filing: 2026-04-01
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 1
• Accounts: 78

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117558 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search