DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

KIMERY WEALTH MANAGEMENT, LLC

CRD 288229

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aac01269-409e-3e8f-1afd-3625e07c4ed2

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 20
Dated events: 6
On other graphs: 0
Observed: May 12, 2017 to Sep 11, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd= related_bank= bd_reps=0.0
Regulatory AUM: $555MItem 5.F on the latest filing (2026-09-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $555M
Private client RAUM: $555MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $92.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 10
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,738
Individual clients: 301
High net worth clients: 170
Custody, client assets: $264,000
SEC number: 801-110623
CRD: 288229
Filings on the tape: 33
First filed: May 12, 2017
Latest filed: Sep 11, 2026
Organised: Limited Liability Company, TN

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
KEVIN DALE KIMERY	n/a	Memphis, TN	9	24	3	no
RONALD TODD BEHYMER	n/a	MEMPHIS, TN	8	29	3	no
JONATHAN D MCALISTER	Certified Financial Planner	MEMPHIS, TN	6	14	2	no
TAYLOR RENEE NOBRIGA	n/a	MEMPHIS, TN	3	11	3	no
Ryan Jospen Dean	n/a	MEMPHIS, TN	3	11	n/a	no
MATTHEW CURTIS HEFFINGTON	n/a	MEMPHIS, TN	0	12	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ESCHE, JAY, ELWOOD	CHIEF COMPLIANCE OFFICER	Na	yes	09/2018	Oct 11, 2018	Apr 25, 2024
KIMERY, KEVIN, DALE	MANAGING MEMBER	E	yes	06/2017	May 12, 2017	Apr 25, 2024
BERNSTEIN, PAMELA, COHEN	INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT	C	no	07/2017	Mar 8, 2018	Apr 25, 2024
COHEN GIRLS PARTNERSHIP	Owner	A	no	07/2017	Mar 8, 2018	Apr 25, 2024
Cohen, Melissa, Kay	INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT	C	no	07/2017	Mar 8, 2018	Apr 25, 2024
HEFFINGTON, MATTHEW, CURTIS	MANAGING MEMBER	Na	no	06/2017	May 12, 2017	Apr 25, 2024
Varsalona, Holly, Cohen	INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT	C	no	07/2017	Mar 8, 2018	Apr 25, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$555M	$555M	10	6	n/a	n/a
2024	Apr 28, 2025	$441M	$441M	10	6	n/a	n/a
2023	Mar 25, 2024	$329M	$329M	9	6	n/a	n/a
2022	Mar 28, 2023	$307M	$300M	7	4	n/a	n/a
2021	Feb 9, 2022	$325M	$325M	8	5	n/a	n/a
2020	Jan 25, 2021	$243M	$243M	7	6	n/a	n/a
2019	Feb 7, 2020	$186M	$186M	7	6	n/a	n/a
2018	Feb 21, 2019	$178M	$178M	6	5	n/a	n/a
2017	Mar 8, 2018	$114M	$114M	6	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$555M	$441M	25.9%	$307M	21.8%	10	10	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MORGAN STANLEY	3	Jun 19, 2017	Jun 19, 2017	MEMPHIS, TN	Team lift out	Wirehouse to new firm	0.0%

Relationships

Registered with (11)

← MATTHEW CURTIS HEFFINGTONAdvisorregistration: previous registration
Jun 19, 2017 to Dec 31, 2018factForm ADV
← Ryan Jospen DeanAdvisorregistration: current employment
Apr 26, 2023 to presentfactForm ADV
← TAYLOR RENEE NOBRIGAAdvisorregistration: current employment
Apr 17, 2023 to presentfactForm ADV
← JONATHAN D MCALISTERAdvisorregistration: current employment
Jan 22, 2020 to presentfactForm ADV
← RONALD TODD BEHYMERAdvisorregistration: current employment
Apr 26, 2018 to presentfactForm ADV
← KEVIN DALE KIMERYAdvisorregistration: current employment
Jun 19, 2017 to presentfactForm ADV
← GeorgeRyan ConnorAdvisorregistration: previous registration
Jun 20, 2019 to Aug 1, 2022factForm ADV
← DAVID DANIEL STRATTONAdvisorregistration: previous registration
Apr 27, 2021 to Feb 1, 2022factForm ADV
← Christopher HutchersonAdvisorregistration: previous registration
Oct 21, 2019 to Nov 22, 2021factForm ADV
← David Ryland HunterAdvisorregistration: previous registration
Jun 19, 2017 to Aug 28, 2019factForm ADV
← John David SantiAdvisorregistration: previous registration
Apr 19, 2018 to Jul 30, 2019factForm ADV

Controls (2)

← KIMERY, KEVIN, DALEOwnerMANAGING MEMBER, ownership code E, individual
May 12, 2017 to Apr 25, 2024factForm ADV
← ESCHE, JAY, ELWOODOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 11, 2018 to Apr 25, 2024factForm ADV

Owns (5)

← HEFFINGTON, MATTHEW, CURTISOwnerMANAGING MEMBER, ownership code NA, individual
May 12, 2017 to Apr 25, 2024factForm ADV
← BERNSTEIN, PAMELA, COHENOwnerINDIRECT OWNER OF KIMERY WEALTH MANAGEMENT, ownership code C, individual
Mar 8, 2018 to Apr 25, 2024factForm ADV
← Cohen, Melissa, KayOwnerINDIRECT OWNER OF KIMERY WEALTH MANAGEMENT, ownership code C, individual
Mar 8, 2018 to Apr 25, 2024factForm ADV
← Varsalona, Holly, CohenOwnerINDIRECT OWNER OF KIMERY WEALTH MANAGEMENT, ownership code C, individual
Mar 8, 2018 to Apr 25, 2024factForm ADV
← COHEN GIRLS PARTNERSHIPOwnerOWNER, ownership code A, domestic entity
Mar 8, 2018 to Apr 25, 2024factForm ADV

Moved with (1)

← MORGAN STANLEYRegistered adviser3 advisors, team lift out, same day
Jun 19, 2017 to Jun 19, 2017factForm ADV

Dated events

Occurred
Mar 31, 2026
Regulatory AUM changed
Kimery Wealth Management, Llc reported RAUM $555.0M, up 26% from $440.8M (2025-10-31 to 2026-03-31)
Form ADVobserved 5 days ago
$114M
Occurred
Apr 28, 2025
Regulatory AUM changed
Kimery Wealth Management, Llc reported RAUM $440.8M, up 34% from $329.0M (2024-04-25 to 2025-04-28)
Form ADVobserved 5 days ago
$112M
Occurred
Aug 1, 2022
Advisor changed firm
Georgeryan Connor left Kimery Wealth Management, Llc for Raymond James & Associates, Inc. (registered 2023-02-06)
Form ADVobserved 5 days ago
Occurred
Feb 1, 2022
Advisor changed firm
David Daniel Stratton left Kimery Wealth Management, Llc for Valic Financial Advisors, Inc. (registered 2022-01-31)
Form ADVobserved 5 days ago
Occurred
Feb 21, 2019
Control person left
Michelle Lauren Sekerke (Chief Investment Officer) no longer on Schedule A of Kimery Wealth Management, Llc (listed 2018-10-11, absent 2019-02-21)
Form ADVobserved 5 days ago
Occurred
May 12, 2017
First Form ADV filing
Kimery Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aac01269-409e-3e8f-1afd-3625e07c4ed2
First observed: May 12, 2017
Last observed: Sep 11, 2026 9 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

KIMERY WEALTH MANAGEMENT, LLC

CRD 288229

MEMPHIS, TN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:aac01269-409e-3e8f-1afd-3625e07c4ed2

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:21 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

KEVIN DALE KIMERY

n/a

Memphis, TN

RONALD TODD BEHYMER

n/a

MEMPHIS, TN

JONATHAN D MCALISTER

Certified Financial Planner

MEMPHIS, TN

TAYLOR RENEE NOBRIGA

n/a

MEMPHIS, TN

Ryan Jospen Dean

n/a

MEMPHIS, TN

n/a

MATTHEW CURTIS HEFFINGTON

n/a

MEMPHIS, TN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ESCHE, JAY, ELWOOD

CHIEF COMPLIANCE OFFICER

yes

09/2018

Oct 11, 2018

Apr 25, 2024

KIMERY, KEVIN, DALE

MANAGING MEMBER

yes

06/2017

May 12, 2017

Apr 25, 2024

BERNSTEIN, PAMELA, COHEN

INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT

07/2017

Mar 8, 2018

Apr 25, 2024

COHEN GIRLS PARTNERSHIP

Owner

07/2017

Mar 8, 2018

Apr 25, 2024

Cohen, Melissa, Kay

INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT

07/2017

Mar 8, 2018

Apr 25, 2024

HEFFINGTON, MATTHEW, CURTIS

MANAGING MEMBER

06/2017

May 12, 2017

Apr 25, 2024

Varsalona, Holly, Cohen

INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT

07/2017

Mar 8, 2018

Apr 25, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$555M

n/a

2024

Apr 28, 2025

$441M

n/a

2023

Mar 25, 2024

$329M

n/a

2022

Mar 28, 2023

$307M

$300M

n/a

2021

Feb 9, 2022

$325M

n/a

2020

Jan 25, 2021

$243M

n/a

2019

Feb 7, 2020

$186M

n/a

2018

Feb 21, 2019

$178M

n/a

2017

Mar 8, 2018

$114M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$555M

$441M

25.9%

$307M

21.8%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MORGAN STANLEY

Jun 19, 2017

MEMPHIS, TN

Team lift out

Wirehouse to new firm

0.0%