KIMERY WEALTH MANAGEMENT, LLC of MEMPHIS, TN is an SEC-registered investment adviser (CRD 288229). Regulatory assets under management: $555.0M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Kevin Dale Kimery | MANAGING MEMBER | — |
| Matthew Curtis Heffington | MANAGING MEMBER | — |
| Holly Cohen Varsalona | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |
| Melissa Kay Cohen | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |
| Pamela Cohen Bernstein | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |
| Daniel Patrick Lonergan | CHIEF COMPLIANCE OFFICER | — |
| Jay Elwood Esche | CHIEF COMPLIANCE OFFICER | — |
| ESCHE JAY ELWOOD | CHIEF COMPLIANCE OFFICER | — |
| KIMERY KEVIN DALE | MANAGING MEMBER; MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | — |
| HEFFINGTON MATTHEW CURTIS | MANAGING MEMBER | — |
| Cohen Melissa Kay | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |
| SEKERKE LAUREN MICHELLE | CHIEF INVESTMENT OFFICER | — |
| Varsalona Holly Cohen | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |
| BERNSTEIN PAMELA COHEN | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT | — |