| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Jo Webb | Director Of Operations | Under 5% | 2021 |
| Jaime Galione Golden | President - Business Development And Acquisitions | Under 5% | 2020 |
| Jeremy Mathew Wilder Control | Chief Legal Officer | Under 5% | 2022 |
Kingswood Wealth Advisors, LLC reports $2.5 billion in regulatory assets under management on its Form ADV.
Kingswood Wealth Advisors, LLC reports 80 employees.
Kingswood Wealth Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2017.
Kingswood Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 11440 W. Bernardo Court, Suite 300, San Diego, CA 92127 |
| Phone | 800-535-6981 |
| Fax | 800-913-5984 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
| Discretionary | $2.43B |
| Non-discretionary | $39.8M |
| Total (RAUM) | $2.47B |