Kerns Wealth Management, LLC

Kerns Wealth Management, LLC (CRD# 265788) is a financial advisory firm headquartered in Atlanta, GA. They manage $6,800,000 in 27 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    7
    MILLION
  • Total Number of Accounts
    27
    ACCOUNTS
  • Average Account Value
    $251,852
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

GA

Financial Advisors at Kerns Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Edward V. Kerns
CRD#: 5857458
3333 Piedmont Road Ne, Suite 2050, Atlanta, GA 30305
93
Wealthminder
score

Edward Kerns (CRD# 5857458) is an Investment Advisor Representative working at Kerns Wealth Management, LLC in Atlanta, GA and has over 7 years of experience in the finance industry.

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