Kensington Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kensington Wealth Management provides discretionary portfolio management, access to third‑party asset managers, and financial planning to individuals, businesses, and charitable organizations. The firm reported managing about $4.48 million in client assets for five clients and offers investment in equities, ETFs, mutual funds, fixed income, options, commodities, and margin trading where appropriate.
KWM gathers client financial information and risk profiles to tailor portfolios and typically exercises discretionary authority to implement both technical and fundamental analysis across long‑ and short‑term strategies. The firm may allocate client assets to third‑party managers available through Interactive Brokers or Charles Schwab and monitors those managers while retaining discretion to select or terminate them.
The brochure discloses an affiliation by common ownership with a broker‑dealer and that the firm’s chief executive also serves as a registered representative of that broker‑dealer, a structural relationship the firm acknowledges can create conflicts of interest. The adviser is small in scale (a few advisors serving a very small client base), generally requires clients to use specified custodians, does not accept proxy‑voting authority, and relies on custodial account statements rather than producing regular firm reports.
Client services
Expertise
Fee options
Flat fees for financial planning services based on complexity, not exceeding $20,000
$0 - $499,999: 2.50% $500,000 - $999,999: 2.00% $1,000,000 - $1,999,999: 1.75% $2,000,000 - $4,999,999: 1.50% $5,000,000+: 1.25%
$300 per hour for financial planning services (negotiable)
Fee-only: Financial planning services: $300 per hour (negotiable) or flat fees up to $20,000 maximum
Main office
4910 13th Avenue
Brooklyn NY 11219
Advisors at this office
3
Most active in
New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Nathan F
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Nathan Fisch is a financial advisor at Kensington Wealth Management, LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Kensington Capital Corp. since 1997. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning services to individuals, businesses, and charitable organizations. The firm uses both technical and fundamental analysis to tailor portfolios based on client financial information and risk profiles.
Jeffrey S
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Jeffrey Simon is a financial advisor with Kensington Wealth Management, LLC in Brooklyn, NY. He holds Series 63 and Series 65 credentials and has 17 years of industry experience. Simon has worked at Kensington Capital Corp since 2018 and joined Kensington Wealth Management in 2025. Kensington Wealth Management provides discretionary portfolio management, access to third-party asset managers, and financial planning for individuals, businesses, and charitable organizations. The firm customizes portfolios based on client financial information and risk profiles, employing both technical and fundamental analysis across varied investment strategies.
Moses S
Series 63, Series 65
Brooklyn, NY
Kensington Wealth Management, LLC
Moses Silver is a financial advisor with Kensington Wealth Management, LLC, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Kensington Capital Corp. since 1994 and joined Kensington Wealth Management in 2025. Outside of his advisory role, Silver is involved as a board member with Beis Menachem, attending monthly meetings. Kensington Wealth Management provides discretionary portfolio management, financial planning, and access to third-party asset managers for individuals, businesses, and charitable organizations, tailoring portfolios based on client risk profiles and utilizing both technical and fundamental analysis.
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