Kerr Wealth Management

RIASEC & State Registered

Total AUM

$131M

Discretionary

$131M

100% of AUM

Avg account

$145K

Accounts

904

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 277142
Registered since: June 20, 2025
Website: kerrfinancial.ca
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI88.07%
Individuals9.63%
Corporations / Businesses2.3%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Kerr Wealth Management is an independently operated RIA structured as a corporation and owned by an individual. The firm serves a mix of individual and family clients along with some institutional relationships, combining fee models that include a percentage of assets under management, hourly billing and fixed fees. Core advisory services listed on the ADV include financial planning, portfolio management for individuals and small businesses, and pension consulting; the firm also operates as an insurance broker. Kerr Wealth Management is SEC-registered (since 2025) and is not positioned as a capital allocator or an ESG-focused manager.