Kimery Wealth Management, LLC

Kimery Wealth Management, LLC (CRD# 288229) is a financial advisory firm headquartered in Memphis, TN. They manage $329,000,000 in 1,468 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119
https://www.youtube.com/@kimerywealthmanagement931
By the Numbers
  • Total Assets Under Management
    329
    MILLION
  • Total Number of Accounts
    1,468
    ACCOUNTS
  • Average Account Value
    $224,114
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, CA, FL, GA, LA, MS, NC, NY, OH, TN, TX

Financial Advisors at Kimery Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Ronald Behymer, financial advisor Memphis TN
Ronald T. Behymer
CRD#: 2881474
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119

Ronald Behymer (CRD# 2881474) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 26 years of experience in the finance industry.

2
Matthew Heffington, financial advisor Memphis TN
Matthew C. Heffington
CRD#: 5365434
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119

Matthew Heffington (CRD# 5365434) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 9 years of experience in the finance industry.

3
Kevin Kimery, financial advisor Memphis TN
Kevin D. Kimery
CRD#: 1385946
6410 Poplar Avenue, Suite 100, Memphis, TN 38119

Kevin Kimery (CRD# 1385946) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 21 years of experience in the finance industry.

4
Jonathan McAlister, financial advisor Memphis TN
Jonathan D. McAlister
CRD#: 5775445
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119

Jonathan McAlister (CRD# 5775445) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has over 11 years of experience in the finance industry.

5
Ryan Dean, financial advisor Memphis TN
Ryan J. Dean
CRD#: 7609207
6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119

Ryan Dean (CRD# 7609207) is an Investment Advisor Representative working at Kimery Wealth Management, LLC in Memphis, TN and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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