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KANEN WEALTH MANAGEMENT LLC
CRD 282746File 801-116998
APPROVED
Retail clients
Custody
Disclosure events
Filing as of May 22, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$404.6M
Below cohort median (national)
Discretionary AUM
$400.6M
Non-discretionary $4.0M
Clients
255
455 accounts
Employees
5
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
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, 5GCompensation
- 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 | Change |
|---|---|---|---|---|
| May 1, 2026 | Clients | 251 | 255 | increased by4 |
| May 1, 2026 | AUM | $340,923,069 | $404,611,703 | increased by$63,688,634 |
| May 1, 2026 | Accounts | 443 | 455 | increased by12 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 5 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 229 | 251 | increased by22 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $404,317,854 | $340,923,069 | decreased by$63,394,785 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 369 | 443 | increased by74 |
| May 1, 2022 | Employees | 2 | 3 | increased by1 |
| May 1, 2022 | Clients | 112 | 229 | increased by117 |
| May 1, 2022 | AUM | $191,823,428 | $404,317,854 | increased by$212,494,426 |
| May 1, 2022 | Accounts | 238 | 369 | increased by131 |
| Sep 1, 2021 | Clients | 111 | 112 | increased by1 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KANEN WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KANEN WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.