Kingswood Wealth Advisors, LLC
● SEC registered since 2017CRD 288792SEC# 801-110755San Diego, CA
Reg. AUM
$3.8B
Employees
88
Accounts
12,273
Location
San Diego, CA
Kingswood Wealth Advisors, LLC assets under management
Kingswood Wealth Advisors, LLC is an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2017. It reports $3.8 billion in regulatory assets under management and employs 88 people.
Kingswood Wealth Advisors, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ashley Jo Webb | Director Of Operations | Under 5% | 2021 |
| Jaime Galione Golden | President - Business Development And Acquisitions | Under 5% | 2020 |
| Jeremy Mathew Wilder Control | Chief Legal Officer | Under 5% | 2022 |
See all 12 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Kingswood Wealth Advisors, LLC manage?
Kingswood Wealth Advisors, LLC reports $3.8 billion in regulatory assets under management on its Form ADV.
How many employees does Kingswood Wealth Advisors, LLC have?
Kingswood Wealth Advisors, LLC reports 88 employees.
Where is Kingswood Wealth Advisors, LLC located?
Kingswood Wealth Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2017.
Does Kingswood Wealth Advisors, LLC disclose fund performance?
Kingswood Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11440 W. Bernardo Court, Suite 300, San Diego, CA 92127 |
| Phone | 800-535-6981 |
| Fax | 800-913-5984 |
| Office hours | 9:00 - 5:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.8B▲ 54%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 15%
Larger than 85% of 16,271 advisers
EmployeesTop 8%
More than 92% of 16,825 advisers
Assets under management
$3.8Bregulatory AUM
Discretionary $3.49BNon-discretionary $306.5M