Kingswood Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 26, 2026, reports $3.8B in regulatory assets under management, 88 employees, 43 offices, and 12,273 accounts.
Assets Under Management
$3.8B
Employees
88
Offices
43 offices
Total Clients
11,425
Primary office
SAN DIEGO, CA
11440 W. BERNARDO COURT, SUITE 300, SAN DIEGO, CA, United States
Top client segmentIndividuals represent 78.6% of total clients.
Top client categories% of clientsClients
1
Individuals
78.6%
8,985
2
HNWI
19.9%
2,274
3
Corporations
0.9%
105
4
Pension Plans
0.5%
57
Additional categories (<0.1%)
Charitable<5 clients
Insurance Cos.<5 clients
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.8Bas of March 26, 2026
Discretionary91.9%
$3.5B
92% of total RAUM91.9%
Non-discretionary8.1%
$306M
8% of total RAUM8.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.8B
Total Accounts12,273
10Y AUM Change+$3.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees88
Clients per Employee130:1
10Y Employee Change+87 (+8700.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.