Key facts
- KINGSWOOD WEALTH ADVISORS, LLC is a other based in SAN DIEGO, CA.
Registered with the SEC
Form ADV · 2026-03 · CRD 288792- Regulatory AUM
- —
- Private fund assets
- —
- Private funds
- —
- Staff
- 88
- Registered office
- SAN DIEGO, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
Free account
See the whole book
- ·Watchlist + alerts for KINGSWOOD WEALTH ADVISORS, LLC's activity
Create free account
No card required
Portfolio
Portfolio — not yet on record
No portfolio companies for KINGSWOOD WEALTH ADVISORS, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.