# MORGAN KENWOOD ADVISORS, LLC

MORGAN KENWOOD ADVISORS, LLC of GREENDALE, WI is an SEC-registered investment adviser.

## Registration

- CRD: 128322
- Type: SEC-registered investment adviser
- SEC file number: 801-66997
- Location: 5130 WEST LOOMIS ROAD, GREENDALE, WI, 53129-1424
- Phone: 414-423-4020
- Latest filing: 2025-04-28
- Regulatory AUM: $96.7M
- Discretionary AUM: $91.4M
- Non-discretionary AUM: $5.3M
- Clients: 2
- Accounts: 674

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| BARCZAK LEE ROY | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/128322/brochure
- Similar advisers: https://search.stillhousedata.com/firm/128322/similar
- Related entities: https://search.stillhousedata.com/firm/128322/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/128322

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.