A complete list of active advisors currently associated with Kensington Wealth Management, LLC

Warmer can help you find a great advisor at Kensington Wealth Management, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Kensington Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.