MORGAN KENWOOD ADVISORS, LLC

MORGAN KENWOOD ADVISORS, LLC of GREENDALE, WI is an SEC-registered investment adviser (CRD 128322). Regulatory assets under management: $96.7M.

Registration

• CRD: 128322
• SEC file number: 801-66997
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 128322 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search