# Kingswood Wealth Advisors

Kingswood Wealth Advisors is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 2017
- **Assets under management:** $5.0B (Altss estimate)
- **Website:** kingswoodwealthadvisors.live

## Regulatory record

- **CRD number:** 288792
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-26T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/288792

## About

Kingswood Wealth Advisors manages an estimated $5.0B in assets out of New York (Altss estimate). The firm is categorized as a wealth manager, but its observable strategy record tilts heavily toward growth capital. Investment activity focuses on growth equity. The firm’s geographic footprint and specific portfolio names are not publicly disclosed. Operational detail is thin. The firm does not maintain a public website or a documented LinkedIn presence, which limits visibility into team size, named principals, or any adjacent vehicles. Altss research captured an AUM estimate of $5.0B, but the firm has not self-reported a deployment figure or a founding year. The structural distinction is the gap between label and behavior. Kingswood Wealth Advisors sits in the wealth-manager category, yet its tracked strategy data shows a singular focus on growth capital, with no evidence of the multi-asset, multi-manager model typical of wealth advisory shops.

## Sectors

- Growth Capital

## Questions

### How large is Kingswood Wealth Advisors?

Altss estimates the firm manages roughly $5.0B. Kingswood has not publicly disclosed a current AUM figure, and the estimate reflects Altss’s proprietary modeling rather than a confirmed self-report.

### Who runs Kingswood Wealth Advisors?

The firm does not list a management team or named investment principals on any public platform. No website or LinkedIn profile surfaces leadership, making the decision-making structure opaque to outside allocators.

### Does Kingswood Wealth Advisors invest directly or through funds?

The available data does not specify whether Kingswood executes direct deals, fund commitments, or a mix. Its growth-capital strategy designation points toward direct or co-investment activity, but the firm has not published a deployment model.

## Related profiles

- [Intel Capital](https://altss.com/profile/intel-capital)
- [Nemours Foundation](https://altss.com/profile/nemours-foundation)

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Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/kingswood-wealth-advisors-kwa

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology