Kimery Wealth Management
Highly Engaged Employees

Q: What is Kimery Wealth Management's official website?

Kimery Wealth Management's official website is www.kimerywealth.com

Q: What is Kimery Wealth Management's Revenue?

Kimery Wealth Management's revenue is <$5 Million

Q: What is Kimery Wealth Management's SIC code?

Kimery Wealth Management's SIC: 62,628

Q: What is Kimery Wealth Management's NAICS code?

Kimery Wealth Management's NAICS: 52,523

Q: How many employees does Kimery Wealth Management have?

Kimery Wealth Management has 11-50 employees

Q: What industry does Kimery Wealth Management belong to?

Kimery Wealth Management is in the industry of: Finance , Securities Trading

Q: What is Kimery Wealth Management competition?

Kimery Wealth Management top competitors include: Waypoint Partners , HFG Wealth Management , Juncture Wealth Strategies , Beirne Wealth Consulting Services

Q: What technology does Kimery Wealth Management use?

Some of the popular technologies that Kimery Wealth Management uses are: WordPress.org, PHP, Proofpoint, Adobe Typekit

Q: How do I contact Kimery Wealth Management?

Kimery Wealth Management contact info: Phone number: (901) 291-5500 Website: www.kimerywealth.com

Q: What does Kimery Wealth Management do?

Kimery Wealth Management is dedicated to empowering clients to confidently utilize their wealth to achieve their desired lifestyle. They focus on personal engagement, believing that trust is built through deeper conversations and meaningful relationships. The firm offers investment planning and wealth preservation services, catering to individuals... who value a people-oriented approach. With a commitment to providing local access and proven expertise, they aim to help clients navigate global opportunities. Read More

Finance · Tennessee, United States · 11-50 Employees

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Overview

Headquarters

6410 Poplar Ave Ste 100, Memphis, Tennes...

Phone Number

(901) 291-5500

Website

www.kimerywealth.com

Revenue

<$5 Million

Industry

Finance

Securities Trading

About Kimery Wealth Management

Kimery Wealth Management is dedicated to empowering clients to confidently utilize their wealth to achieve their desired lifestyle. They focus on personal engagement, believing that trust is built through deeper conversations and meaningful relationships. The firm offers investment planning and wealth preservation services, catering to individuals who value a people-oriented approach. With a commitment to providing local access and proven expertise, they aim to help clients navigate global opportunities.Explore more

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SIC Code 62,628NAICS Code 52,523Show more

Kimery Wealth Management Org Chart

Kevin Kimery

Founder & Chief Executive Officer

Phone

Karyssa Hunt

Client Services Associate

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Founding Partner and Senior Investment Adviso...

Phone

Senior Investment Analyst

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Junior Financial Analyst

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Executive Assistant To

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Executive Assistant

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Senior Investment Advisor

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Financial Planner

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Kimery Wealth Management

<$5M

11-50

Private

2017

Kevin KimeryFounder & CEO

Beirne Wealth Consulting ...

$5.6M

11-50

Private

<$5M

2012

John-Oliver BeirnePresident

HFG Wealth Management

<$5M

11-50

Private

<$5M

2008

Larry HarveyFounder & CEO

Juncture Wealth Strategie...

<$5M

1-10

Private

2010

Bradley HainesChief Investment Officer

Waypoint Partners

<$5M

1-10

Private

2002

James SchafferPresident

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Kimery Wealth Management Tech Stack

A closer look at the technologies used by Kimery Wealth Management

PHP

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Frequently Asked Questions Regarding Kimery Wealth Management

What is Kimery Wealth Management's official website?

Kimery Wealth Management's official website is www.kimerywealth.com

What is Kimery Wealth Management's Revenue?

Kimery Wealth Management's revenue is <$5 Million

What is Kimery Wealth Management's SIC code?

Kimery Wealth Management's SIC: 62,628

What is Kimery Wealth Management's NAICS code?

Kimery Wealth Management's NAICS: 52,523

How many employees does Kimery Wealth Management have?

Kimery Wealth Management has 11-50 employees

What industry does Kimery Wealth Management belong to?

Kimery Wealth Management is in the industry of: Finance, Securities Trading

What is Kimery Wealth Management competition?

Kimery Wealth Management top competitors include: Waypoint Partners, HFG Wealth Management, Juncture Wealth Strategies, Beirne Wealth Consulting Services

What technology does Kimery Wealth Management use?

Some of the popular technologies that Kimery Wealth Management uses are: WordPress.org, PHP, Proofpoint, Adobe Typekit

How do I contact Kimery Wealth Management?

Kimery Wealth Management contact info: Phone number: (901) 291-5500 Website: www.kimerywealth.com

What does Kimery Wealth Management do?

What are Kimery Wealth Management social media links?

Kimery Wealth Management Linkedin page Kimery Wealth Management Twitter page Kimery Wealth Management Facebook page

Is Kimery Wealth Management a public company?

Kimery Wealth Management is private company therefore does not currently have an official ticker symbol

See more information about Kimery Wealth Management

Kimery Wealth Management Latest Hires and Their Positions

Kimery Wealth Management is expanding and recently hired new employees. Here are the latest additions to the team.

Heather Zepponi

Executive Assistant To

Joined May 26, 2026

Phone

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