Kingswood Wealth Advisors
Kingswood Wealth Advisors is a venture manager in San Diego, CA. It is registered with the SEC as an investment adviser with $3.8B in regulatory assets and 88 staff. It has 1 fund on file, the latest reported in October 2022.
Funds on file
1
Raised, all funds
$1.8M
Regulatory assets
$3.8B
Staff
88
Pension investors
None found
See the adviser's own filing →
Latest fund filing
Funds
DateFundTypeRaisedTarget
Adviser record
RegistrationRegistered with the SEC as an investment adviser.
Regulatory assets$3.8B
Employees88
Clients8,985 individuals, 2,274 wealthy individuals, 105 companies, 57 pension plans, 2 charities and 2 insurers.
Control personsMohamed, A Alsoraimi, Michael, Haskel Nessim, Valeriy, P Rayevskiy, Jeremy, Mathew Wilder.