# KIMERY WEALTH MANAGEMENT, LLC

KIMERY WEALTH MANAGEMENT, LLC of MEMPHIS, TN is an SEC-registered investment adviser.

## Registration

- CRD: 288229
- Type: SEC-registered investment adviser
- SEC file number: 801-110623
- Location: 6410 POPLAR AVENUE, SUITE 100 TOWER 2, MEMPHIS, TN, 38119
- Phone: (901) 291-5500
- Latest filing: 2026-03-31
- Regulatory AUM: $555.0M
- Discretionary AUM: $555.0M
- Clients: 10
- Accounts: 1,738

## Business model

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

## Officers, owners & control persons (14)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288229/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288229/similar
- Related entities: https://search.stillhousedata.com/firm/288229/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288229

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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.