KANEN WEALTH MANAGEMENT LLC
CRD #282746 SEC #801-116998 COCONUT CREEK, FL 631-863-3100
SEC Registered Private Funds
Total AUM
$340.9M
Discretionary
$337.2M
Employees
5
Clients
0
Accounts
443
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $340.9M | $337.2M | $3.7M | 5 | 1 |
| Dec 2024 | $292.5M | $289.6M | $2.9M | 5 | 1 |
| Oct 2024 | $292.5M | $289.6M | $2.9M | 5 | 1 |
| Mar 2024 | $292.5M | $289.6M | $2.9M | 5 | 1 |
| Mar 2024 | $292.5M | $289.6M | $2.9M | 5 | 1 |
| Jun 2023 | $301M | $298.9M | $2.1M | 5 | 1 |
| Apr 2023 | $301M | $298.9M | $2.1M | 5 | 1 |
| Mar 2023 | $301M | $298.9M | $2.1M | 5 | 1 |
| Apr 2022 | $404.3M | $401.6M | $2.7M | 3 | 1 |
| Aug 2021 | $191.8M | $191.8M | $0 | 2 | 1 |
| Apr 2021 | $191.8M | $191.8M | $0 | 2 | 1 |
| Jun 2020 | $98.8M | $98.8M | $0 | 2 | 0 |
| Mar 2020 | $98.8M | $98.8M | $0 | 2 | 0 |
| Sep 2019 | $109.1M | $109.1M | $0 | 3 | 0 |
| Jul 2019 | $109.1M | $109.1M | $0 | 3 | 0 |
| Jun 2019 | $109.1M | $109.1M | $0 | 3 | 0 |
DateMar 2025
Total AUM$340.9M
Discretionary$337.2M
Non-Disc.$3.7M
Employees5
Clients1
DateDec 2024
Total AUM$292.5M
Discretionary$289.6M
Non-Disc.$2.9M
Employees5
Clients1
DateOct 2024
Total AUM$292.5M
Discretionary$289.6M
Non-Disc.$2.9M
Employees5
Clients1
DateMar 2024
Total AUM$292.5M
Discretionary$289.6M
Non-Disc.$2.9M
Employees5
Clients1
DateMar 2024
Total AUM$292.5M
Discretionary$289.6M
Non-Disc.$2.9M
Employees5
Clients1
DateJun 2023
Total AUM$301M
Discretionary$298.9M
Non-Disc.$2.1M
Employees5
Clients1
DateApr 2023
Total AUM$301M
Discretionary$298.9M
Non-Disc.$2.1M
Employees5
Clients1
DateMar 2023
Total AUM$301M
Discretionary$298.9M
Non-Disc.$2.1M
Employees5
Clients1
DateApr 2022
Total AUM$404.3M
Discretionary$401.6M
Non-Disc.$2.7M
Employees3
Clients1
DateAug 2021
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees2
Clients1
DateApr 2021
Total AUM$191.8M
Discretionary$191.8M
Non-Disc.$0
Employees2
Clients1
DateJun 2020
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$98.8M
Discretionary$98.8M
Non-Disc.$0
Employees2
Clients0
DateSep 2019
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees3
Clients0
DateJul 2019
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees3
Clients0
DateJun 2019
Total AUM$109.1M
Discretionary$109.1M
Non-Disc.$0
Employees3
Clients0