Kanen Wealth Management LLC

Kanen Wealth Management LLC (CRD# 282746) is a financial advisory firm headquartered in Coral Springs, FL. They manage $76,659,830 in 216 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    216
    ACCOUNTS
  • Average Account Value
    $354,907
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY, PA, TX, VA

Financial Advisors at Kanen Wealth Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
David L. Kanen
CRD#: 1807794
5850 Coral Ridge Drive, Suite 309, Coral Springs, FL 33076
83
Wealthminder
score

David Kanen (CRD# 1807794) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 30 years of experience in the finance industry.

2
Jason C. Smith
CRD#: 6105398
5850 Coral Ridge Drive, Suite 309, Coral Springs, FL 33076
73
Wealthminder
score

Jason Smith (CRD# 6105398) is an Investment Advisor Representative working at Kanen Wealth Management LLC in Coral Springs, FL and has over 5 years of experience in the finance industry.

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