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| Kingswood Wealth Advisors LLC
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| |
|---|---|
| CRD # | 288792 |
| SEC # | 801-110755 |
| CIK # | 0001987855 |
| AUM | $1.0 BB (2024-08-30) |
| Employees | 80 (91% Investors, 86% Brokers) |
| Phone | 800-535-6981 |
| Address | 11440 W Bernardo Court San Diego, CA 92127 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 63.1 | |
| NVDA | 399,550.0 | 60.3 | |
| MSFT | 1,918,222.4 | 47.5 | |
| AMZN | 1,092,997.8 | 27.0 | |
| META | 434,852.0 | 16.8 | |
| GBTC | 15.7 | ||
| GOOG | 1,482,566.4 | 14.1 | |
| GOOGL | 1,475,138.5 | 13.9 | |
| AVGO | 201,282.9 | 13.5 | |
| LLY | 301,789.7 | 12.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 3,629 | 434.6 |
| (b) Individuals (high net worth individuals) | 544 | 396.7 |
| (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 | 27 | 5.4 |
| (h) Charitable organizations | 3 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 6.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 323 | 199.3 |
| (n) Other | 0 | 0.0 |
| Total | 4,527 | 1,042.9 |
| By Discretionary | ||
| Discretionary | 4,479 | 1,024.9 |
| Non-Discretionary | 48 | 18.1 |
| Total | 4,527 | 1,042.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,042.9 | |
| Total | 4,527 | 1,042.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001987855] |
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|---|---|---|
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Eclectic Associates Inc
✚
|
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Prudent Management Associates
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PA | 1.1 |
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VA | 1.1 |
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Penobscot Investment Management Company Inc
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MA | 1.0 |
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1.0 | |
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