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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kingswood Wealth Advisors LLC
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| CRD # | 288792 |
| SEC # | 801-110755 |
| CIK # | 0001987855 |
| AUM | $2.5 B (2025-03-26) |
| Employees | 80 (91% Investors, 86% Brokers) |
| Phone | 800-535-6981 |
| Address | 11440 W Bernardo Court San Diego, CA 92127 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 44.7 | ||
| Nvidia Corp | 42.8 | ||
| Microsoft Corp | 29.4 | ||
| Grayscale Bitcoin Trust BTC | 23.9 | ||
| Amazon Com Inc | 22.7 | ||
| Broadcom Inc | 15.5 | ||
| MicroStrategy Inc | 15.2 | ||
| Facebook Inc | 13.8 | ||
| Alphabet Inc | 10.1 | ||
| Tesla Motors Inc | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 7,618 | 1.2 |
| (b) Individuals (high net worth individuals) | 1,437 | 1.1 |
| (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 | 74 | 0.0 |
| (h) Charitable organizations | 15 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 82 | 0.1 |
| (n) Other | 23 | 0.0 |
| Total | 9,250 | 2.5 |
| By Discretionary | ||
| Discretionary | 9,159 | 2.4 |
| Non-Discretionary | 91 | 0.0 |
| Total | 9,250 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.4 | |
| Total | 9,250 | 2.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001987855] |
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