KCS WEALTH ADVISORY, LLC
Legal name: KCS WEALTH ADVISORY
CRD #169846 SEC #801-80615 LOS ANGELES, CA 310-734-4740
SEC Registered
Total AUM
$349.7M
Discretionary
$349.7M
Employees
8
Clients
251
Accounts
954
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 14, 2023
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WALTZER, KENNETH, BRIAN | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | E | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | E | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | E | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | E | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| KENFIELD CAPITAL STRATEGIES | DE | MANAGING MEMBER | D | Control |
| WALTZER, KENNETH, BRIAN | I | MANAGING MEMBER, CCO | D | Control |
| WALTZER, KENNETH, BRIAN | I | MANAGING MEMBER, CCO | D | Control |
| WALTZER, KENNETH, BRIAN | I | MANAGING MEMBER, CCO | D | Control |
| WALTZER, KENNETH, BRIAN | I | MANAGING MEMBER, CCO | D | Control |
| WALTZER, KENNETH, BRIAN | I | MANAGING MEMBER, CCO | D | Control |
| GILMAN, LAURA, ANNE | I | MANAGING MEMBER | C | Control |
| GILMAN, LAURA, ANNE | I | MANAGING MEMBER | C | Control |
| GILMAN, LAURA, ANNE | I | MANAGING MEMBER | C | Control |
| GILMAN, LAURA, ANNE | I | MANAGING MEMBER | C | Control |
| GILMAN, LAURA, ANNE | I | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
| LGA FINANCIAL, INC. | DE | MANAGING MEMBER | C | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, JENNIFER, ANN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| WALTZER, KENNETH, BRIAN | I | WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | F | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| GILMAN, LAURA, ANNE | I | LGA FINANCIAL, INC. | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
| WALTZER-MASON FAMILY TRUST U/A/D 12/10/2007 | DE | KENFIELD CAPITAL STRATEGIES | E | Control |
Registrations
Federal
IA
Mar 14, 2023 REGISTERED
Notice Filings (6)
CA GA LA NY TX WA
Address
10960 WILSHIRE BLVD.SUITE 405
LOS ANGELES, CA 90024
United States
Phone: 310-734-4740