KINGSMAN WEALTH MANAGEMENT
CRD #319238 SEC #801-129544 PENSACOLA, FL 850-565-3780
SEC Registered
Total AUM
$195.6M
Discretionary
$192.6M
Employees
3
Clients
0
Accounts
191
Firm Details
- Organization Type
- Other (specify) (S CORP)
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 25, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND OWNER | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND MANAGING MEMBER | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
| Kingsman, Katie, Ilene | I | CCO AND PRESIDENT | E | Control |
Registrations
Federal
IA
Jul 25, 2025 REGISTERED
Notice Filings (6)
AL FL GA LA TN TX
Address
320 W GOVERMENT STREETPENSACOLA, FL 32502
United States
Phone: 850-565-3780