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KANEN WEALTH MANAGEMENT LLC
CRD 282746 · SEC 801-116998
6810 LYONS TECHNOLOGY CIRCLE, SUITE 160, COCONUT CREEK, FL, 33073, United States
Phone
631-863-3100
Fax
631-863-3103
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$404.6M
Discretionary AUM
$400.6M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)NON-AFFILIATE PRIVATE PLACEMENT ADVISEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 137 | $11.0M |
| High net worth individuals | 110 | $71.7M |
| Investment companies | 1 | $122.1M |
| Pooled investment vehicles | 3 | $197.4M |
| Charitable organizations | 4 | $2.4M |
States served
CA, CO, NY, PA, VA, TX, CT, FL
All web addresses on file
- HTTPS://WWW.KANENADVISORY.COM
- https://www.linkedin.com/in/david-kanen-5270a268
- https://www.linkedin.com/company/kanen-wealth-management-llc
- https://www.linkedin.com/in/christine-cedras-2ab566274
- https://www.linkedin.com/in/dylanclydesmith
- https://www.linkedin.com/in/janice-chiarenza-51b117352
- https://www.linkedin.com/in/garrettlarson-analyst
Official SEC filing: View on IAPD