# KINGSWOOD WEALTH ADVISORS, LLC

> FINRA firm 288792 · ACTIVE · SAN DIEGO, CA

## Key facts

- **FINRA firm ID:** 288792
- **Firm name:** KINGSWOOD WEALTH ADVISORS, LLC
- **Other names:** 3G WEALTH, VSL WEALTH ADVISORY LLC, UNIVERSITY PLANNING PARTNERS, UNIVERSAL FINANCIAL CONSULTANTS, TRINITY CAPITAL MANAGEMENT, THE COLLINS GROUP, TB HERBERT FINANCIAL, SUTTER WEALTH MANAGEMENT, STERZING FINANCIAL GROUP, STERN INVESTMENTS, LLC, STEPHENS INVESTMENTS & WEALTH MANAGEMENT SOLUTIONS, STEPHAN AND ASSOCIATES WEALTH MANAGEMENT, STEGER FINANCIAL GROUP/THE EFFICIENT EDGE, SOUTHERN EDGE WEALTH SOLUTIONS, SIMINOU WEALTH MANAGEMENT, SECURIET WEALTH, SECURIAN WEALTH, ROHR CAPITAL MANAGEMENT, REPUBLIC CAPITAL GROUP, RENAISSANCE  DIGITAL  INVESTMENTS, RAPPAPORT WEALTH MANAGEMENT, RANDIE J ENTERPRISES/RJE, RANDIE J ENTERPRISE.RJE, PROVIDENT PLACE WEALTH ADVISORS LLC, PROSPERITY WEALTH MANAGEMENT, PHOENIX ASSET ADVISORS, PCM ASSOCIATES LTD, PARADIGM WEALTH SERVICES, INC., LOWREY WEALTH MANAGEMENT, LOWERY WEALTH MANAGEMENT, LOEFFLER WEALTH MANAGEMENT, LIFETRUST WEALTH ADVISORS, LLC, LIBERTY WEALTH MANAGEMENT, LE'AHI PRIVATE WEALTH, LAKEVIEW  ASSET  MANAGEMENT, KINGSWOOD WEALTH ADVISORS, LLC, KINGSWOOD FAMILY OFFICES, KINGSWOOD FAMILY OFFICE, JHG FINANCIAL ADVISORS, INTEGRATED FINANCIAL PLANNING CENTER, H. PRIVATE WEALTH, GUARDIAN, GRANITE BAY CAPITAL MANAGEMENT, GOODSON WEALTH MANAGEMENT, GLENWOOD FINANCIAL PARTNERS, FRAMEPOINT PARTNERS, LP FRAMEPOINT, FOWLER FINANCIAL GROUP LLC, FINANCIAL & RETIREMENT STRATEGIES, INC., FINANCIAL & RETIREMENT STRATEGIES, FERNEAU ASSET MANAGEMENT, FALKE WEALTH MANAGEMENT, FAISON WEALTH STRATEGY, ENDEAVOR INVESTMENT RESOURCES, ELEVATE WEALTH MANAGEMENT, DYNAMIC FINANCIAL, DEFREZE FINANCIAL SERVICES, DANNAH INVESTMENTS, COMPLETE WEALTH 360, CHALICE WEALTH ADVISORS, LLC, CHALICE WEALTH ADVISORS, CARDINAL CAPITAL PARTNERS, CAPITAL INSURANCE & INVESTMENT PLANNING, BRIDGERLAND FINANCIAL ADVISORS, LLC, BRIDGERLAND FINANCIAL, BREWER WEALTH MANAGEMENT, BOND HARBOR FINANCIAL ADVISORS, BLUEPRINT WEALTH SOLUTIONS, BLUEPOINT WEALTH MANAGEMENT, BIRCHWOOOD WEALTH ADVISORS, BIANCHI FINANCIAL PARTNERS, BANNER WEALTH AND LEGACY PLANNING, APEX FINANCIAL, ANDERSON TEAM FINANCIAL, ANDERSON FINANCIAL GROUP, ADMIRALTY WEALTH MANAGEMENT
- **Investment Adviser scope:** ACTIVE
- **SEC IA file number:** 801-110755
- **Branches:** 116
- **Has disclosure events:** No
- **Headquarters:** SAN DIEGO, CA, 92127, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/288792

## Citation

> FINRA BrokerCheck, firm 288792 (KINGSWOOD WEALTH ADVISORS, LLC). Retrieved via AI Analytics 2026-06-25 from https://api.ai-analytics.org/broker/288792.

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