KERR FINANCIAL PLANNING CORPORATION
Legal name: KERR WEALTH MANAGEMENT
CRD #277142 SEC #801-133713 FRESNO, CA (559) 277-4772
SEC Registered
Total AUM
$125.6M
Discretionary
$125.6M
Employees
4
Clients
1
Accounts
858
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $125.6M | $125.6M | $0 | 4 | 0 |
| Nov 2025 | $125.6M | $125.6M | $0 | 5 | 0 |
| Aug 2025 | $125.6M | $125.6M | $0 | 4 | 0 |
| Jun 2025 | $110.1M | $110.1M | $0 | 4 | 0 |
| May 2025 | $110.1M | $110.1M | $0 | 4 | 0 |
DateDec 2025
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients0
DateNov 2025
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees5
Clients0
DateAug 2025
Total AUM$125.6M
Discretionary$125.6M
Non-Disc.$0
Employees4
Clients0
DateJun 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees4
Clients0