KANEN WEALTH MANAGEMENT LLC

CRD 282746File 801-116998

APPROVED

Retail clients

Custody

Disclosure events

Filing as of May 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$404.6M

Below cohort median (national)

Discretionary AUM

$400.6M

Non-discretionary $4.0M

Clients

255

455 accounts

Employees

Above cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Jul 22, 2019
Principal office: 6810 LYONS TECHNOLOGY CIRCLE, SUITE 160, COCONUT CREEK, FL, 33073
Phone: 631-863-3100
Website: HTTPS://WWW.KANENADVISORY.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $404.6M
Discretionary AUM: $400.6M
Non-discretionary AUM: $4.0M
Discretionary accounts: 453
Non-discretionary accounts: 2
Total accounts: 455
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Investment companies	1	$122.1M
Charitable organizations	4	$2.4M
High net worth individuals	110	$71.7M
Pooled investment vehicles	3	$197.4M
Individuals (other than high net worth individuals)	137	$11.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Performance-based fees
A percentage of assets under your management

Advisory activities

Other advisory activities
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: Yes
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: Yes

Disclosure events

ADV Item 11

Q11C2
Q11C4
Q11C5

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.