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- Custodian
- Charles Schwab & Company · Raymond James · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-03-2017
- Office Locations
- 85
Office Locations
About Kingswood Wealth Advisors, LLC
Kingswood Wealth Advisors, LLC provides wealth management and comprehensive planning for individuals and businesses, using personalized, data-driven investment strategies. The firm also supports other advisors with back-office, technology, and business-planning services, and offers investment banking and equity research for middle-market and emerging companies. Public filings indicate ETF-centric SMA implementation and custody relationships including Charles Schwab.
Reported data analysis
What the numbers show
Between December 11, 2025 and May 26, 2026, reported AUM increased 53.8%, from $2.5B to $3.8B.
Across 5 reported observations, AUM increased 370.9% between October 27, 2022 and May 26, 2026, from $807.2M to $3.8B.
Of the latest reported AUM, 91.9% is discretionary and 8.1% is non-discretionary.
The firm reports 76 advisory representatives and 11,425 clients, or 150.3 clients per representative. That equates to $332.7K in reported AUM per client.
The profile lists 85 reported office locations and 9 years in operation. The source data was last updated on August 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Kingswood Wealth Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MOHAMED A ALSORAIMI
Chief Compliance Officer
- CRD
- #5319490
- Ownership
- Less than 5%
Nicole Marie English
Operations Principal, Principal
- CRD
- #5015793
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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NORMAN LEE ANDERSON
--
- CRD
- #843908
DEAN T ANTONOPOULOS
Registered Representative
- CRD
- #2249353
Showing 2 of 125 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,494,277,927 | $299,116 |
| Non-Discretionary | $306,456,963 | $518,540 |
| Total | $3,800,734,890 | $309,683 |
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Separately Managed Accounts
SMA allocation detail is available
Kingswood Wealth Advisors, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Kingswood Wealth Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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