KINGSWOOD WEALTH ADVISORS, LLC
SEC Form ADV profile.
Total regulatory AUM
$3,800,734,890
Discretionary
$3,494,277,927
Non-discretionary
$306,456,963
Firm details
- CRD number
- 288792
- SEC file number
- 801-110755
- Main office
- SAN DIEGO, CA, United States
- Employees
- 88
- SEC status
- Approved
- Website
- https://www.kingswoodus.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.