This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Raymond James · RBC · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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
Unlock allContacts
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
Continue browsing