|
⚲
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| Kingswood Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 288792 |
| SEC # | 801-110755 |
| CIK # | |
| AUM | $969.4 MM (2023-03-30) |
| Employees | 24 (83% Investors, 83% Brokers) |
| Phone | 800-535-6981 |
| Address | 11440 W Bernardo Ct San Diego, CA 92127 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,681 | 602.5 |
| (b) Individuals (high net worth individuals) | 143 | 204.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,824 | 807.2 |
| By Discretionary | ||
| Discretionary | 1,824 | 807.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,824 | 807.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 807.2 | |
| Total | 1,824 | 807.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Gilbert & Cook Inc
✚
|
IA | 1.0 |
|
Folger Nolan Fleming Douglas Incorporated
✚
|
DC | 1.0 |
|
Pbmares Wealth Management LLC
✚
|
VA | 1.0 |
|
Calton & Associates Inc
✚
|
FL | 1.0 |
|
Wellington Consulting Services Inc
✚
|
VA | 1.0 |
|
Edgemoor Investment Advisors Inc
✚
|
MD | 1.0 |
|
Hahn Capital Management LLC
✚
|
CA | 1.0 |
|
CRA Financial Services LLC
✚
|
NJ | 1.0 |
|
Barnes Pettey Financial Advisors LLC
✚
|
MS | 1.0 |
|
Sheets Smith Wealth Management
✚
|
NC | 1.0 |