Overview
Assets Under Management: $2.5 billion
Headquarters: SAN DIEGO, CA
High-Net-Worth Clients: 1,437
Average Client Assets: $790,743
Frequently Asked Questions
KINGSWOOD WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #288792), KINGSWOOD WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
KINGSWOOD WEALTH ADVISORS, LLC is headquartered in SAN DIEGO, CA.
KINGSWOOD WEALTH ADVISORS, LLC serves 1,437 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, KINGSWOOD WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
KINGSWOOD WEALTH ADVISORS, LLC is ranked #234 by Forbes in 2025. Learn more about these rankings ↓
KINGSWOOD WEALTH ADVISORS, LLC manages $2.5 billion in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, KINGSWOOD WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 234
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 1,437
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 45.99
Average High-Net-Worth Client Assets: $790,743
Total Client Accounts: 9,250
Discretionary Accounts: 9,159
Non-Discretionary Accounts: 91
Regulatory Filings
CRD Number: 288792
Filing ID: 2033563
Last Filing Date: 2025-12-11 16:09:12
Website: 43