KENNEDY WEALTH MANAGEMENT, LLC

KENNEDY WEALTH MANAGEMENT, LLC of CALABASAS, CA is an SEC-registered investment adviser (CRD 147573).

Registration

• CRD: 147573
• Type: Registered investment adviser
• Location: 23901 CALABASAS ROAD, CALABASAS, CA, 91302
• Phone: 818-224-4177
• Latest filing: 2026-02-19
• Clients: 4

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 147573 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search