KIMERY WEALTH MANAGEMENT, LLC

CRD #288229 SEC #801-110623 MEMPHIS, TN (901) 291-5500

SEC Registered

Total AUM

$440.8M

Discretionary

$440.8M

Employees

Clients

Accounts

1,356

Firm Details

Organization Type: Limited Liability Company
State of Formation: Tennessee
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 31, 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
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
ESCHE, JAY, ELWOOD	I	CHIEF COMPLIANCE OFFICER	NA	Control
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	NA
LONERGAN, DANIEL, PATRICK	I	CHIEF COMPLIANCE OFFICER	NA
SEKERKE, LAUREN, MICHELLE	I	CHIEF INVESTMENT OFFICER	NA	Control
SEKERKE, LAUREN, MICHELLE	I	CHIEF INVESTMENT OFFICER	NA	Control
SEKERKE, LAUREN, MICHELLE	I	CHIEF INVESTMENT OFFICER	NA	Control
SEKERKE, LAUREN, MICHELLE	I	CHIEF INVESTMENT OFFICER	NA	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
KIMERY, KEVIN, DALE	I	MANAGING MEMBER	E	Control
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
COHEN GIRLS PARTNERSHIP	DE	OWNER	A
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	A
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	A
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	A
HEFFINGTON, MATTHEW, CURTIS	I	MANAGING MEMBER	A

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
BERNSTEIN, PAMELA, COHEN	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Cohen, Melissa, Kay	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C
Varsalona, Holly, Cohen	I	COHEN GIRLS PARTNERSHIP	C

Registrations

Federal

Oct 31, 2025 REGISTERED

Notice Filings (12)

AL AR CA FL GA LA MS NC NY OH TN TX

Address

6410 POPLAR AVENUE
SUITE 100 TOWER 2
MEMPHIS, TN 38119
United States

Phone: (901) 291-5500