KENNEDY WEALTH AND TAX MANAGEMENT, INC.

CRD #172394 SEC #801-112886 SOUTHBURY, CT (203) 264-1200

SEC Registered

Total AUM

$191.8M

Discretionary

$180.5M

Employees

Clients

Accounts

362

Firm Details

Organization Type: Limited Liability Company
State of Formation: Connecticut
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Jan 21, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER	NA
KENNEDY, KEVIN, ANDREW	I	MANAGING MEMBER	E	Control
KENNEDY, KEVIN, ANDREW	I	MANAGING MEMBER & CCO	E	Control
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D	Control
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	CHIEF COMPLIANCE OFFICER AND OWNER	D
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
BUNGER, GREGORY, J	I	OWNER AND CHIEF COMPLIANCE OFFICER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control
KENNEDY, KEVIN, ANDREW	I	OWNER	D	Control

Registrations

Federal

Jan 21, 2025 REGISTERED

Notice Filings (5)

CT FL MA NH TX

Address

1 POMPERAUG OFFICE PARK
SUITE 307
SOUTHBURY, CT 06488
United States

Phone: (203) 264-1200