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).

Current Firm Details
11440 W. Bernardo Court, Suite 300, San Diego, CA 92127
https://www.kingswoodus.com
By the Numbers
  • Total Assets Under Management
    1,043
    MILLION
  • Total Number of Accounts
    4,527
    ACCOUNTS
  • Average Account Value
    $230,381
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Kingswood Wealth Advisors, LLC
Showing 61 - 61 of 61 top financial advisors.
61
Ashley Webb, financial advisor Mcdonough GA
Ashley J. Webb
CRD#: 6609117
Mcdonough, GA

Ashley Webb (CRD# 6609117) is an Investment Advisor Representative working at Kingswood Wealth Advisors, LLC in Mcdonough, GA and has over 5 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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