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Kw Wealth Group Ltd

ShareholderKingswood Wealth Advisors, LLC

About Kw Wealth Group Ltd

Kw Wealth Group 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 Kw Wealth Group Ltd work?

Kw Wealth Group Ltd is listed as Shareholder at Kingswood Wealth Advisors, LLC on SEC Form ADV.

How much of Kingswood Wealth Advisors, LLC does Kw Wealth Group Ltd own?

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

Kingswood Wealth Advisors, LLC

TitleShareholder
OwnershipOver 75%
Control personYes
Since2019