# KENNEDY WEALTH & TAX MANAGEMENT, LLC

KENNEDY WEALTH & TAX MANAGEMENT, LLC of SOUTHBURY, CT is an SEC-registered investment adviser.

## Registration

- CRD: 172394
- Type: SEC-registered investment adviser
- SEC file number: 801-112886
- Location: 1 POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488
- Phone: (203) 264-1200
- Latest filing: 2026-03-23
- Regulatory AUM: $215.5M
- Discretionary AUM: $206.3M
- Non-discretionary AUM: $9.2M
- Clients: 4
- Accounts: 365

## Business model

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

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kevin Andrew Kennedy | MANAGING MEMBER & CCO | — |
| KENNEDY KEVIN ANDREW | MANAGING MEMBER; OWNER | — |
| BUNGER GREGORY J | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OWNER; OWNER AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/172394/brochure
- Similar advisers: https://search.stillhousedata.com/firm/172394/similar
- Related entities: https://search.stillhousedata.com/firm/172394/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/172394

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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.