Kingsman Wealth Management Inc.
● SEC registered since 2024CRD 319238SEC# 801-129544Pensacola, FL
Reg. AUM
$235M
Employees
3
Accounts
219
Location
Pensacola, FL
Kingsman Wealth Management Inc. assets under management
Kingsman Wealth Management Inc. operates as an SEC-registered investment adviser based in Pensacola, FL. The firm has been registered since 2024. It reports $235 million in regulatory assets under management and employs 3 people.
Kingsman Wealth Management Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katie Ilene Kingsman Control | President And Chief Compliance Officer | Over 75% | 2022 |
Frequently asked questions
How much does Kingsman Wealth Management Inc. manage?
Kingsman Wealth Management Inc. reports $235 million in regulatory assets under management on its Form ADV.
How many employees does Kingsman Wealth Management Inc. have?
Kingsman Wealth Management Inc. reports 3 employees.
Where is Kingsman Wealth Management Inc. located?
Kingsman Wealth Management Inc. is based in Pensacola, FL and has been SEC-registered since 2024.
Does Kingsman Wealth Management Inc. disclose fund performance?
Kingsman Wealth Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 320 W Goverment Street, Pensacola, FL 32502 |
| Phone | 850-565-3780 |
| Office hours | Appointment Only |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$235M▲ 20%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$235Mregulatory AUM
Discretionary $232.1MNon-discretionary $2.9M