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- Custodian
- Altruist · Fidelity/NFS · Truist Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-01-2024
- Office Locations
- 1
Office Locations
About Kingdom Wealth Advisers
Kingdom Wealth Advisers is an independent, fee-only RIA based in Arizona serving clients nationwide. The firm provides comprehensive retirement-focused planning including tax strategies, investment management, and legacy planning, and also supports employers with employee consultations, workshops, and financial assessments. Portfolios are primarily ETF-based, and the practice differentiates itself with a biblically informed planning approach and a cadence of semi-annual reviews plus ongoing guidance.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Nicholas Christopher Lombardozzi
Chief Compliance Officer, FOUNDER
- CRD
- #6659115
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,820,308 | -- |
| Non-Discretionary | $8,472,117 | -- |
| Total | $34,292,425 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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