Kingswood Wealth Advisors, LLC

Overview

Kingswood Wealth Advisors, LLC is an SEC registered investment adviser based in San Diego, CA, registered since 2017. It reports $3.8B in assets under management across 12,273 accounts, with 88 employees. It has 120 investment adviser representatives.

Reported AUM

$3.8B

Discretionary

92%

Accounts

12,273

Average account

$31K

Employees

88

Advisory reps

120

Registered since

2017

Jurisdictions

51

As reported in the firm's September 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets. Sponsors a wrap fee program.

Executive officers 3 of 7

• Michael Haskel Nessim Chief Executive Officer CRD 2573543
• Jaime Galione Golden President, Business Development and Acquisitions CRD 2946822
• Nicole Marie English Operations Principal CRD 5015793

4 more executive officers, with direct contact details

Advisory reps 3 of 120

• Mohamed Abdulkarim Alsoraimi Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5319490
• Norman Lee Anderson Insurance Agent · Registered Rep · Investment Adviser Rep CRD 843908
• Dean T Antonopoulos Insurance Agent · Registered Rep · Investment Adviser Rep CRD 2249353

117 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11440 W Bernardo Ct Ste 300
San Diego, CA 92127

County

San Diego

Metro area

San Diego-Chula Vista-Carlsbad, CA

Region

West

Registrations

• SEC registered
• Registered in 51 jurisdictions
• Website: kingswoodus.com

Every state, with registration dates

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