KENNEY WEALTH PLANNING & MANAGEMENT

KENNEY WEALTH PLANNING & MANAGEMENT is an SEC-registered investment adviser (CRD 326449). Regulatory assets under management: $12.4M.

Registration

• CRD: 326449
• Type: Registered investment adviser
• Phone: (425) 414-0954
• Latest filing: 2026-03-12
• Regulatory AUM: $12.4M
• Discretionary AUM: $12.4M
• Non-discretionary AUM: $16K
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326449 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search