Kingswood Wealth Advisors, LLC
San Diego, CA·SEC-registered · CRD #288792
Kingswood Wealth Advisors, LLC is an SEC-registered investment advisory firm in San Diego, CA managing $3.8B across 13k client accounts, with 76 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.8B
Client accounts
13k
Advisory staff
76
Fee model
Fee-based
How Kingswood Wealth Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Kingswood Wealth Advisors, LLC
How much does Kingswood Wealth Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/26/2026), Kingswood Wealth Advisors, LLC reports $3.8B in regulatory assets under management across roughly 13k client accounts.
How does Kingswood Wealth Advisors, LLC charge?
Kingswood Wealth Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Kingswood Wealth Advisors, LLC a fiduciary?
Yes. Kingswood Wealth Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #288792), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Kingswood Wealth Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Kingswood Wealth Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Kingswood Wealth Advisors, LLC's public SEC Form ADV filing (CRD #288792, filed 05/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Kingswood Wealth Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Kingswood Wealth Advisors, LLC? Claim this profile.