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Kingsman Wealth Management Inc.

● SEC registered since 2024CRD 319238SEC# 801-129544Pensacola, FL
Export (members)
Reg. AUM
$195.6M
Employees
3
Accounts
191
Location
Pensacola, FL

Kingsman Wealth Management Inc. assets under management

Kingsman Wealth Management Inc. operates as an SEC-registered investment adviser based in Pensacola, FL. The firm has been registered since 2024. It reports $195.6 million in regulatory assets under management and employs 3 people.
www.linkedin.com/company/kingsman-wealth-management-fiduciaryView on SEC.gov ↗

Kingsman Wealth Management Inc. owners & executives

1 reported
NameTitleOwnershipSince
Katie Ilene Kingsman ControlCco And PresidentOver 75%2022

Frequently asked questions

How much does Kingsman Wealth Management Inc. manage?

Kingsman Wealth Management Inc. reports $195.6 million in regulatory assets under management on its Form ADV.

How many employees does Kingsman Wealth Management Inc. have?

Kingsman Wealth Management Inc. reports 3 employees.

Where is Kingsman Wealth Management Inc. located?

Kingsman Wealth Management Inc. is based in Pensacola, FL and has been SEC-registered since 2024.

Does Kingsman Wealth Management Inc. disclose fund performance?

Kingsman Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address320 W Goverment Street, Pensacola, FL 32502
Phone850-565-3780
Office hoursAppointment Only
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$192.6M
Non-discretionary$3M
Total (RAUM)$195.6M