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KINGSWOOD WEALTH ADVISORS, LLC
CRD 288792 · SEC 801-110755
11440 W. BERNARDO COURT, SUITE 300, SAN DIEGO, CA, 92127, United States
Phone
800-535-6981
Fax
800-913-5984
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.80B
Discretionary AUM
$3.49B
Team
88 total employees; 76 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersHOURLY CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8985 | $1.58B |
| High net worth individuals | 2274 | $2.11B |
| Pension/profit sharing plans | 57 | $21.6M |
| Charitable organizations | 2 | $7.1M |
| Insurance companies | 2 | $9.1M |
| Corporations/business entities | 105 | $82.5M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD