Key facts
- KENNEDY WEALTH & TAX MANAGEMENT, LLC is a other based in SOUTHBURY, CT.
Registered with the SEC
Form ADV · 2026-03 · CRD 172394- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 4
- Registered office
- SOUTHBURY, CT
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See more of the book
- ·Watchlist + alerts for KENNEDY WEALTH & TAX MANAGEMENT, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for KENNEDY WEALTH & TAX MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.