Kingswood Wealth Advisors, Llc

Entity
Company
Business address
11440 W. Bernardo Ct., Suite300, 92127 San Diego, CA
Phone
8005356981
State of incorporation
NV
Fiscal year end
December 31
Signature 13F
Rajiv Shah - Compliance Officer
All SEC filings
View on sec.gov
Kingswood Wealth Advisors, Llc has filed 11 SEC EDGAR filings since 8/9/2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open Document Open Filing Jul 25, 2025 Mar 31, 2025 028-23333
N-PX Open Document Open Filing Jul 23, 2025 Jun 30, 2025 028-23333
13F-HR Open Document Open Filing Jul 23, 2025 Jun 30, 2025 028-23333
13F-HR Open Document Open Filing Apr 21, 2025 Mar 31, 2025 028-23333
13F-HR Open Document Open Filing Jan 22, 2025 Dec 31, 2024 028-23333
13F-HR Open Document Open Filing Oct 21, 2024 Sep 30, 2024 028-23333
13F-HR Open Document Open Filing Jul 9, 2024 Jun 30, 2024 028-23333
13F-HR Open Document Open Filing Apr 15, 2024 Mar 31, 2024 028-23333
13F-HR Open Document Open Filing Jan 16, 2024 Dec 31, 2023 028-23333
13F-HR Open Document Open Filing Oct 24, 2023 Sep 30, 2023 028-23333
13F-HR Open Document Open Filing Aug 9, 2023 Jun 30, 2023 028-23333