KINGSWOOD WEALTH ADVISORS, LLC
CRD #288792 SEC #801-110755 SAN DIEGO, CA 800-535-6981
SEC Registered
Total AUM
$2.5B
Discretionary
$2.4B
Employees
80
Clients
1
Accounts
9,250
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Nov 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Oct 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Oct 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Sep 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Sep 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Mar 2025 | $2.5B | $2.4B | $39.8M | 80 | 0 |
| Sep 2024 | $1B | $1B | $18.1M | 80 | 0 |
| Aug 2024 | $1B | $1B | $18.1M | 80 | 0 |
| Aug 2024 | $1B | $1B | $18.1M | 80 | 0 |
| Jul 2024 | $1B | $1B | $18.1M | 80 | 0 |
| Mar 2024 | $969.4M | $969.4M | $0 | 82 | 822 |
| Jan 2024 | $969.4M | $969.4M | $0 | 82 | 822 |
| Oct 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Sep 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Jul 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Jun 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Jun 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Jun 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| May 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Mar 2023 | $969.4M | $969.4M | $0 | 82 | 822 |
| Feb 2023 | $807.2M | $807.2M | $0 | 24 | 853 |
| Feb 2023 | $807.2M | $807.2M | $0 | 24 | 853 |
| Jan 2023 | $807.2M | $807.2M | $0 | 24 | 853 |
| Oct 2022 | $807.2M | $807.2M | $0 | 24 | 853 |
| Sep 2022 | $451.2M | $448.3M | $3M | 24 | 853 |
| Sep 2022 | $451.2M | $448.3M | $3M | 24 | 853 |
| Aug 2022 | $451.2M | $448.3M | $3M | 24 | 853 |
| May 2022 | $451.2M | $448.3M | $3M | 24 | 853 |
| Mar 2022 | $451.2M | $448.3M | $3M | 24 | 853 |
| Feb 2022 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Feb 2022 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Jan 2022 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Jan 2022 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Dec 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Nov 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Nov 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Nov 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Oct 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Oct 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Aug 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Aug 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Apr 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Apr 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Mar 2021 | $346.3M | $344.4M | $1.9M | 19 | 853 |
| Jan 2021 | $147.9M | $147.9M | $0 | 19 | 853 |
| Oct 2020 | $147.9M | $147.9M | $0 | 19 | 853 |
| Aug 2020 | $147.9M | $147.9M | $0 | 19 | 853 |
| Jul 2020 | $147.9M | $147.9M | $0 | 19 | 853 |
| Jul 2020 | $147.9M | $147.9M | $0 | 19 | 853 |
| Mar 2020 | $147.9M | $147.9M | $0 | 19 | 853 |
| Jan 2020 | $160.4M | $159.3M | $1.2M | 18 | 853 |
| Oct 2019 | $160.4M | $159.3M | $1.2M | 18 | 853 |
| Jun 2019 | $160.4M | $159.3M | $1.2M | 18 | 853 |
| Mar 2019 | $160.4M | $159.3M | $1.2M | 18 | 853 |
| Mar 2019 | $160.4M | $159.3M | $1.2M | 18 | 853 |
| Feb 2019 | $99.2M | $99.2M | $0 | 7 | 0 |
| Nov 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Oct 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Oct 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Sep 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Sep 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Sep 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Aug 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Jul 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Jun 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Jun 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| May 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| May 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
| Mar 2018 | $99.2M | $99.2M | $0 | 7 | 0 |
DateDec 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateNov 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateOct 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateOct 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateSep 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateSep 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateMar 2025
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$39.8M
Employees80
Clients0
DateSep 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$18.1M
Employees80
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$18.1M
Employees80
Clients0
DateAug 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$18.1M
Employees80
Clients0
DateJul 2024
Total AUM$1B
Discretionary$1B
Non-Disc.$18.1M
Employees80
Clients0
DateMar 2024
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateJan 2024
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateOct 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateSep 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateJul 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateJun 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateJun 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateJun 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateMay 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateMar 2023
Total AUM$969.4M
Discretionary$969.4M
Non-Disc.$0
Employees82
Clients822
DateFeb 2023
Total AUM$807.2M
Discretionary$807.2M
Non-Disc.$0
Employees24
Clients853
DateFeb 2023
Total AUM$807.2M
Discretionary$807.2M
Non-Disc.$0
Employees24
Clients853
DateJan 2023
Total AUM$807.2M
Discretionary$807.2M
Non-Disc.$0
Employees24
Clients853
DateOct 2022
Total AUM$807.2M
Discretionary$807.2M
Non-Disc.$0
Employees24
Clients853
DateSep 2022
Total AUM$451.2M
Discretionary$448.3M
Non-Disc.$3M
Employees24
Clients853
DateSep 2022
Total AUM$451.2M
Discretionary$448.3M
Non-Disc.$3M
Employees24
Clients853
DateAug 2022
Total AUM$451.2M
Discretionary$448.3M
Non-Disc.$3M
Employees24
Clients853
DateMay 2022
Total AUM$451.2M
Discretionary$448.3M
Non-Disc.$3M
Employees24
Clients853
DateMar 2022
Total AUM$451.2M
Discretionary$448.3M
Non-Disc.$3M
Employees24
Clients853
DateFeb 2022
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateFeb 2022
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateJan 2022
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateJan 2022
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateDec 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateNov 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateNov 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateNov 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateOct 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateOct 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateAug 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateAug 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateApr 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateApr 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateMar 2021
Total AUM$346.3M
Discretionary$344.4M
Non-Disc.$1.9M
Employees19
Clients853
DateJan 2021
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateOct 2020
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateAug 2020
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateJul 2020
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateJul 2020
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateMar 2020
Total AUM$147.9M
Discretionary$147.9M
Non-Disc.$0
Employees19
Clients853
DateJan 2020
Total AUM$160.4M
Discretionary$159.3M
Non-Disc.$1.2M
Employees18
Clients853
DateOct 2019
Total AUM$160.4M
Discretionary$159.3M
Non-Disc.$1.2M
Employees18
Clients853
DateJun 2019
Total AUM$160.4M
Discretionary$159.3M
Non-Disc.$1.2M
Employees18
Clients853
DateMar 2019
Total AUM$160.4M
Discretionary$159.3M
Non-Disc.$1.2M
Employees18
Clients853
DateMar 2019
Total AUM$160.4M
Discretionary$159.3M
Non-Disc.$1.2M
Employees18
Clients853
DateFeb 2019
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateNov 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateOct 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateSep 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateAug 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateJul 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateJun 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateMay 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0
DateMar 2018
Total AUM$99.2M
Discretionary$99.2M
Non-Disc.$0
Employees7
Clients0