RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Florida
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control
KANEN, DAVID, LAWRENCEIMEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 28, 2025 REGISTERED

Notice Filings (8)

CA CO CT FL NY PA TX VA

Address

6810 LYONS TECHNOLOGY CIRCLE
SUITE 160
COCONUT CREEK, FL 33073
United States
Phone: 631-863-3100