Kimery Wealth Management, LLC

CRD 288229 · Memphis, TN · $555.0M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288229
SEC number: 801-110623
Firm type: RIA
Assets under management: $555.0M as of Mar 31, 2026
Website: www.youtube.com/@kimerywealthmanagement931 ↗
Phone: (901) 291-5500
Address: 6410 Poplar Avenue, Memphis, TN, 38119

Advisors at this firm

6 in our index · page 1 of 1

Ronald Todd BehymerCRD 2881474 · Memphis, TN

IA RegisteredRegistration inactive

Disclosure event(s) on record
Ryan Jospen DeanCRD 7609207 · Memphis, TN

IA Registered
Matthew Curtis HeffingtonCRD 5365434 · Memphis, TN

IA RegisteredRegistration inactive
Kevin Dale KimeryCRD 1385946 · Memphis, TN

IA RegisteredRegistration inactive
Jonathan D McalisterCRD 5775445 · Memphis, TN

IA RegisteredRegistration inactive
Taylor Renee NobrigaCRD 6323364 · Memphis, TN

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 288229 ↗ FINRA BrokerCheck record for firm CRD 288229 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.