Kimery Wealth Management, Llc
- Regulatory AUM
- $555M
- Discretionary
- $555M
- Clients
- 471
- Avg AUM / client
- $1.2M
- Accounts
- 1,738
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 301 | $113M | 20.4% |
| High net worth individuals | 170 | $442M | 79.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan Central Illinois Radiological Associates, Ltd. | 2024 |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Kevin Dale Kimery | Managing Member | Jun 2017 (9y) | 75% or more | |
| Matthew Curtis Heffington | Managing Member | Jun 2017 (9y) | Less than 5% | |
| Bernstein, Pamela, Cohen | Indirect Owner Of Kimery Wealth Management | Jul 2017 (9y) | ≈ 1.25% – 5% via Cohen Girls Partnership | |
| Cohen, Melissa, Kay | Indirect Owner Of Kimery Wealth Management | Jul 2017 (9y) | ≈ 1.25% – 5% via Cohen Girls Partnership | |
| Varsalona, Holly, Cohen | Indirect Owner Of Kimery Wealth Management | Jul 2017 (9y) | ≈ 1.25% – 5% via Cohen Girls Partnership | |
| Esche, Jay, Elwood | Chief Compliance Officer | Sep 2018 (8y) | Less than 5% | |
| Ronald Todd Behymer | Registered representative | Apr 2018 (8y) | ||
| Jonathan D Mcalister | Registered representative | CFP | Jan 2020 (7y) | |
| Taylor Renee Nobriga | Registered representative | Apr 2023 (3y) | ||
| Ryan Jospen Dean | Registered representative | Apr 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Cohen Girls Partnership | Owner | Jul 2017 | A | 5% – 10% |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Bernstein, Pamela, Cohen: 25% – 50% of Cohen Girls Partnership × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Cohen, Melissa, Kay: 25% – 50% of Cohen Girls Partnership × 5% – 10% direct ≈ 1.25% – 5% of the firm
- Varsalona, Holly, Cohen: 25% – 50% of Cohen Girls Partnership × 5% – 10% direct ≈ 1.25% – 5% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Central Illinois Radiological Associates, Ltd. 401(k) Profit Sharing Plan | Central Illinois Radiological Associates, Ltd. | 138 | $113M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 965 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $500M (90% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗