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| Kingswood Wealth Advisors LLC
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|---|---|
| CRD # | 288792 |
| SEC # | 801-110755 |
| CIK # | 0001987855 |
| AUM | 3,800.7 M (2026-05-26) |
| Employees | 88 (86% Investors, 80% Brokers) |
| Fees | |
| Minimum | |
| Phone | 800-535-6981 |
| Address | 11440 W Bernardo Court San Diego, CA 92127 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001987855 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.1 | ||
| Nvidia Corp | 0.1 | ||
| Microsoft Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| J P Morgan Chase & Co | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Grayscale Bitcoin Trust BTC | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| Texas Pacific Land Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Palantir Technologies Inc | 0.0 | ||
| Lamar Advertising Co/New | 0.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8,985 | 1.6 |
| (b) Individuals (high net worth individuals) | 2,274 | 2.1 |
| (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 | 57 | 0.0 |
| (h) Charitable organizations | 2 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 2 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 105 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 12,273 | 3.8 |
| By Discretionary | ||
| Discretionary | 11,682 | 3.5 |
| Non-Discretionary | 591 | 0.3 |
| Total | 12,273 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.8 | |
| Total | 12,273 | 3.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001987855] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
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