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Kingswood US, LLC

Sole MemberKingswood Wealth Advisors, LLC

About Kingswood US, LLC

Kingswood US, LLC is listed as Sole Member 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 A

Frequently asked questions

Where does Kingswood US, LLC work?

Kingswood US, LLC is listed as Sole Member at Kingswood Wealth Advisors, LLC on SEC Form ADV.

How much of Kingswood Wealth Advisors, LLC does Kingswood US, LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Kingswood Wealth Advisors, LLC

TitleSole Member
OwnershipOver 75%
Control personYes
Since2020