Kingswood Wealth Advisors, LLC

CRD 288792 · San Diego, CA · $3.8B AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 288792
SEC number: 801-110755
Firm type: RIA
Assets under management: $3.8B as of May 26, 2026
Website: www.kingswoodus.com ↗
Phone: 800-535-6981
Address: 11440 W. Bernardo Court, San Diego, CA, 92127

Advisors at this firm

106 in our index · page 3 of 3

Gabriel TalleyCRD 6123199 · Winchester, TN

IA Registered
Seth WaltmanCRD 4681412 · Watkinsville, GA

IA RegisteredBroker

Disclosure event(s) on record
Barry WaxlerCRD 2337255 · San Diego, CA

IA RegisteredBroker
Ashley Jo WebbCRD 6609117 · Griffin, GA

IA RegisteredBroker
Joseph WainerCRD 7551069 · Quitman, GA

IA RegisteredBroker
Frank Edward ZaccardoCRD 4764282 · Plano, TX

IA RegisteredBroker

Source & corrections

Where this page comes from

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