Kennedy Wealth & Tax Management, LLC

CRD 172394 · Southbury, CT · $215.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 172394
SEC number: 801-112886
Firm type: RIA
Assets under management: $215.5M as of Mar 23, 2026
Website: www.linkedin.com/IN/KEVIN-KENNEDY-CPA-97117237 ↗
Phone: (203) 264-1200
Address: 1 Pomperaug Office Park, Southbury, CT, 06488

Advisors at this firm

1 in our index · page 1 of 1

Kevin Andrew KennedyCRD 2891568 · Southbury, CT

IA Registered

Source & corrections

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