KIMERY WEALTH MANAGEMENT, LLC
CRD #288229 SEC #801-110623 MEMPHIS, TN (901) 291-5500
SEC Registered
Total AUM
$440.8M
Discretionary
$440.8M
Employees
10
Clients
1
Accounts
1,356
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $440.8M | $440.8M | $0 | 10 | 0 |
| Apr 2025 | $440.8M | $440.8M | $0 | 10 | 0 |
| Apr 2024 | $329M | $329M | $0 | 9 | 2 |
| Mar 2024 | $329M | $329M | $0 | 9 | 2 |
| Jun 2023 | $307.4M | $299.9M | $7.5M | 7 | 2 |
| Mar 2023 | $307.4M | $299.9M | $7.5M | 7 | 2 |
| Feb 2022 | $324.6M | $324.6M | $0 | 8 | 0 |
| Jan 2021 | $243.2M | $243.2M | $0 | 7 | 0 |
| Oct 2020 | $186M | $186M | $0 | 7 | 0 |
| Jul 2020 | $186M | $186M | $0 | 7 | 0 |
| Jun 2020 | $186M | $186M | $0 | 7 | 0 |
| Apr 2020 | $186M | $186M | $0 | 7 | 0 |
| Apr 2020 | $186M | $186M | $0 | 7 | 0 |
| Mar 2020 | $186M | $186M | $0 | 7 | 0 |
| Mar 2020 | $186M | $186M | $0 | 7 | 0 |
| Feb 2020 | $186M | $186M | $0 | 7 | 0 |
| Jan 2020 | $178.3M | $178.3M | $0 | 6 | 0 |
| Aug 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| Jul 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| Jun 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| Jun 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| May 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| Feb 2019 | $178.3M | $178.3M | $0 | 6 | 0 |
| Oct 2018 | $114.3M | $114.3M | $0 | 6 | 0 |
| May 2018 | $114.3M | $114.3M | $0 | 6 | 0 |
| Apr 2018 | $114.3M | $114.3M | $0 | 6 | 0 |
| Mar 2018 | $114.3M | $114.3M | $0 | 6 | 0 |
| Oct 2017 | $108.8M | $108.8M | $0 | 5 | 0 |
| Jun 2017 | $0 | $0 | $0 | 5 | 0 |
| Jun 2017 | $0 | $0 | $0 | 5 | 0 |
| May 2017 | $0 | $0 | $0 | 5 | 0 |
DateOct 2025
Total AUM$440.8M
Discretionary$440.8M
Non-Disc.$0
Employees10
Clients0
DateApr 2025
Total AUM$440.8M
Discretionary$440.8M
Non-Disc.$0
Employees10
Clients0
DateApr 2024
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees9
Clients2
DateMar 2024
Total AUM$329M
Discretionary$329M
Non-Disc.$0
Employees9
Clients2
DateJun 2023
Total AUM$307.4M
Discretionary$299.9M
Non-Disc.$7.5M
Employees7
Clients2
DateMar 2023
Total AUM$307.4M
Discretionary$299.9M
Non-Disc.$7.5M
Employees7
Clients2
DateFeb 2022
Total AUM$324.6M
Discretionary$324.6M
Non-Disc.$0
Employees8
Clients0
DateJan 2021
Total AUM$243.2M
Discretionary$243.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateJul 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateApr 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateMar 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateFeb 2020
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees7
Clients0
DateJan 2020
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateJul 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2019
Total AUM$178.3M
Discretionary$178.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees6
Clients0
DateMay 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees6
Clients0
DateApr 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2018
Total AUM$114.3M
Discretionary$114.3M
Non-Disc.$0
Employees6
Clients0
DateOct 2017
Total AUM$108.8M
Discretionary$108.8M
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateJun 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0
DateMay 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients0