Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC (CRD# 288792) is a financial advisory firm headquartered in San Diego, CA. They manage $1,042,935,953 in 4,527 accounts and serve the financial needs of clients across 50 states (or territories).
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Total Assets Under Management1,043MILLION
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Total Number of Accounts4,527ACCOUNTS
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Average Account Value$230,381
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Michael Muratore (CRD# 4852412) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in New York, NY and has over 10 years of experience in the finance industry.
Matthew Nadeau (CRD# 4637541) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Roseville, CA and has over 20 years of experience in the finance industry.
Michael Nakanishi (CRD# 2913720) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Hololulu, HI and has over 26 years of experience in the finance industry.
Michael Nessim (CRD# 2573543) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in New York, NY and has over 29 years of experience in the finance industry.
Matthew Nielsen (CRD# 2762423) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in New York, NY and has over 27 years of experience in the finance industry.
Henry O'brien (CRD# 1158552) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Park Ridge, NJ and has over 26 years of experience in the finance industry.
Namhee Park (CRD# 6724895) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 6 years of experience in the finance industry.
Rikin Patel (CRD# 4669036) is an Investment Advisor Representative working at Sterne Agee Asset Management, Inc. in Fairfield, NJ and has over 12 years of experience in the finance industry.
Mark Peetz (CRD# 816645) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in San Diego, CA and has over 43 years of experience in the finance industry.
Niklaus Pleisch (CRD# 5996673) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Alexandria, VA and has over 12 years of experience in the finance industry.