Kingswood Holdings Ltd is listed as Shareholder at Kingswood Wealth Advisors, LLC in San Diego, CA. Form ADV reports a beneficial ownership band of Over 75%.
Reported ownership
Owns Over 75% of Kingswood Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule B
Frequently asked questions
Where does Kingswood Holdings Ltd work?
Kingswood Holdings Ltd is listed as Shareholder at Kingswood Wealth Advisors, LLC on SEC Form ADV.
How much of Kingswood Wealth Advisors, LLC does Kingswood Holdings Ltd own?
Form ADV reports a beneficial ownership band of Over 75%.