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Kingsman Wealth Management
“Our focus is on providing long-term and practical solutions so you can invest in your life and community” | Kingsman Wealth Management is an independent...
Kingsman Wealth Management
“Our focus is on providing long-term and practical solutions so you can invest in your life and community” | Kingsman Wealth Management is an independent investment firm located in Pensacola, Florida. Our founder, Katie Kingsman, is a Fiduciary (FID) and Registered Investment Advisor (RIA.) Katie has over a decade of experience in the finance industry, serving professionals and seniors.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Kingsman Wealth Management?
No named principals or executives are publicly listed for Kingsman Wealth Management. The firm's leadership structure is not confirmed in any public registry or media source.
How does Kingsman Wealth Management source proprietary deal flow?
The firm's sourcing methods are not described in any public document. There is no evidence of direct investment activity, partnerships, or proprietary deal origination.
Is Kingsman Wealth Management structured as a single family office or a multi-family office?
Public records classify Kingsman Wealth Management as a registered investment advisor (RIA), which typically implies a multi-client structure. However, no specific client count or family origin is confirmed.
What investment stages does Kingsman Wealth Management typically target?
No target stages are disclosed. The firm may provide wealth management and advisory services without specific stage preferences, but this is unconfirmed.
Which sectors does Kingsman Wealth Management explicitly avoid?
No sector avoidance policies are mentioned in any public source. The firm's investment focus remains entirely undisclosed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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