Falists
← Back to search

KENNEDY WEALTH MANAGEMENT, LLC

CRD 147573

Visit website

23901 CALABASAS ROAD, SUITE 1064, CALABASAS, CA, 91302, United States

Phone

818-224-4177

Fax

818-661-2065

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

4 total employees; 2 advisory reps; 165 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees; REFFERAL FEES

Org form

Limited Liability Company

Filing date

2026-02-19

Disciplinary history

No

Services

Financial planningSelection of other advisersEducational seminars

All web addresses on file

Official SEC filing: View on IAPD