AdFi
KW

Kingswood Wealth Advisors, LLC

SEC Registered
Assets Under Management
$1B–$5B
Office Locations
44 offices
Total Accounts
12273

About the firm

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Leadership

Keith Edward Gregg
MEMBER
Keith Edward Gregg
CEO
Michael Kirk De Luz
COO / CFO/ CCO
Llc Chalice Wealth Partners
MANAGING MEMBER
Llc Nanco Associates
MEMBER
Anthony Nanula
MEMBER / OPERATING MANAGER
Paul Savino Nanula
MEMBER / OPERATING MANAGER
Phil James Nanula
MEMBER / OPERATING MANAGER
Steven Victor Nanula
MEMBER / OPERATING MANAGER

Office locations

44 offices in 18 states
CA
San DiegoHQ
FL
Miami
IN
Carmel
NY
Rochester
FL
Boca Raton
UT
American Fork
CA
Santa Barbara
NY
Rye Brook
TN
Nashville
MO
St. Louis
CA
Roseville
AZ
Phoenix
FL
Clearwater
HI
Honolulu
TX
Austin
NY
White Plains
CA
Foothill Ranch
TX
Canton
FL
Tampa
NY
New York
CA
Fullerton
NY
Rochester
CA
Campbell
NY
Rochester
VA
Alexandria
NY
Rochester
TX
Tomball
AZ
Scottsdale
CA
Manhattan Beach
TX
Dallas
AZ
Gilbert
GA
Quitman
NC
Charlotte
CO
Denver
GA
Stockbridge
FL
West Palm Beach
NJ
Fairfield
IL
Freeport
SC
Greenville
GA
Atlanta
NC
Waxhaw
KY
Danville
AZ
Phoenix
IL
Chicago

Advisors at this firm

Showing 100 of 120

Dominick Vincent Pullano
Investment Adviser Representative
Dual-registered
Michelle L Vartanian
Investment Adviser Representative
Dual-registered
Robert Leonard Defreze Jr
Investment Adviser Representative
Dual-registered
Schuyler E Grey III
Investment Adviser Representative
Investment Adviser Representative
Peter Frederic Steger
Investment Adviser Representative
Dual-registered
Daniel Fulvio Spagnolo
Investment Adviser Representative
Dual-registered
John Francis Dolan
Investment Adviser Representative
Dual-registered
Gregory John Richards
Investment Adviser Representative
Dual-registered
Robert Joseph Ryder Jr
Investment Adviser Representative
Investment Adviser Representative
Vincent Stephen Lucchesi
Investment Adviser Representative
Dual-registered
Donald Patrick Skinner
Investment Adviser Representative
Dual-registered
Steven George Collins
Investment Adviser Representative
Dual-registered
Andrew Schoenfeld
Investment Adviser Representative
Investment Adviser Representative
Christopher Thomas Doyle
Investment Adviser Representative
Dual-registered
H Craig Rappaport
Investment Adviser Representative
Dual-registered
Ricardo Eduardo Harmsen
Investment Adviser Representative
Dual-registered
Adnan Hamid Hussain
Investment Adviser Representative
Dual-registered
Elizabeth Christina Neuman
Investment Adviser Representative
Dual-registered
Mark Clayton Christenson
Investment Adviser Representative
Dual-registered
Renee Grace Faison
Investment Adviser Representative
Dual-registered
Dean T Antonopoulos
Investment Adviser Representative
Dual-registered
Raffi Robert Vartanian
Investment Adviser Representative
Dual-registered
John Currier Goodson
Investment Adviser Representative
Dual-registered
Eric Alexander Cardenas
Investment Adviser Representative
Dual-registered
Barry Waxler
Investment Adviser Representative
Dual-registered
Christopher Allan Cooley
Investment Adviser Representative
Dual-registered
Gregory Lewis Stephens
Investment Adviser Representative
Dual-registered
Richard Hardy Dawkins
Investment Adviser Representative
Dual-registered
Judson Harris Gee
Investment Adviser Representative
Dual-registered
Christopher Paige Scarborough
Investment Adviser Representative
Dual-registered
John Matsek III
Investment Adviser Representative
Dual-registered
Michael Haskel Nessim
Investment Adviser Representative
Dual-registered
Michael Hakerem
Investment Adviser Representative
Investment Adviser Representative
Bruce Ira Greenberg
Investment Adviser Representative
Dual-registered
Jeffrey Allen Falke
Investment Adviser Representative
Dual-registered
Cynthia A Pulver
Investment Adviser Representative
Dual-registered
Thomas Edwards Grimm
Investment Adviser Representative
Dual-registered
Keith Earl Spelmon
Investment Adviser Representative
Dual-registered
Todd Joseph Meucci
Investment Adviser Representative
Dual-registered
Douglas E Dort
Investment Adviser Representative
Dual-registered
Michael Wayne Nakanishi
Investment Adviser Representative
Dual-registered
Conrad Kenneth Branson
Investment Adviser Representative
Dual-registered
Richard Cavanagh McElroy
Investment Adviser Representative
Investment Adviser Representative
Jeffrey Layne Johnson
Investment Adviser Representative
Dual-registered
Bruce George McLaren
Investment Adviser Representative
Investment Adviser Representative
Julie Annette Broady
Investment Adviser Representative
Dual-registered
Scott Elliott Poore
Investment Adviser Representative
Investment Adviser Representative
Michael Tsiaklides
Investment Adviser Representative
Dual-registered
Christopher Haddad
Investment Adviser Representative
Investment Adviser Representative
Bradley Seth Mayer
Investment Adviser Representative
Dual-registered
Jeannan Castleberry Brewer
Investment Adviser Representative
Investment Adviser Representative
Frank Florez Hsin
Investment Adviser Representative
Dual-registered
William Stuart Finnie
Investment Adviser Representative
Dual-registered
Chad Evan Polin
Investment Adviser Representative
Dual-registered
Paul Lawrence Sterzinger
Investment Adviser Representative
Dual-registered
Stephen M Digennaro II
Investment Adviser Representative
Dual-registered
Stacey Lynn Lavender
Investment Adviser Representative
Dual-registered
Michelle L Cavallero
Investment Adviser Representative
Dual-registered
Matthew Land
Investment Adviser Representative
Dual-registered
Lacey E Buteyn
Investment Adviser Representative
Dual-registered
John Norman Bliss III
Investment Adviser Representative
Dual-registered
Brian Michael Dixon
Investment Adviser Representative
Dual-registered
Jason Parker
Investment Adviser Representative
Investment Adviser Representative
James Anthony Parrish III
Investment Adviser Representative
Investment Adviser Representative
Matthew Thomas Nadeau
Investment Adviser Representative
Dual-registered
Seth Waltman
Investment Adviser Representative
Dual-registered
Garland Allen Risner
Investment Adviser Representative
Investment Adviser Representative
Kim Desio
Investment Adviser Representative
Dual-registered
Douglas Blake Solinsky
Investment Adviser Representative
Dual-registered
Michael Muratore
Investment Adviser Representative
Investment Adviser Representative
Tyler Thomas Bashaw
Investment Adviser Representative
Dual-registered
William Gene Bianchi
Investment Adviser Representative
Dual-registered
Nicole Marie English
Investment Adviser Representative
Dual-registered
Gary G Garcia II
Investment Adviser Representative
Dual-registered
Travis Michael King
Investment Adviser Representative
Dual-registered
Brian Scott Sadler
Investment Adviser Representative
Investment Adviser Representative
Seth Anthony Stewart
Investment Adviser Representative
Dual-registered
Frank John Pasquale
Investment Adviser Representative
Dual-registered
Dayna Lynn Birkley
Investment Adviser Representative
Dual-registered
Mohamed A Alsoraimi
Investment Adviser Representative
Dual-registered
Anna Elizabeth Schoor
Investment Adviser Representative
Dual-registered
Nelson E Dort
Investment Adviser Representative
Investment Adviser Representative
Kalyan Kavili
Investment Adviser Representative
Dual-registered
Paul Sangyop Lee
Investment Adviser Representative
Dual-registered
Richard S Siminou
Investment Adviser Representative
Dual-registered
Danielle Marie Mariano
Investment Adviser Representative
Dual-registered
David A Morris
Investment Adviser Representative
Dual-registered
Logan Brooks Lowrey
Investment Adviser Representative
Dual-registered
Alexander Jones
Investment Adviser Representative
Investment Adviser Representative
Christopher S Brown
Investment Adviser Representative
Dual-registered
James Andrew Buckner
Investment Adviser Representative
Investment Adviser Representative
Svitlana S Kyrukhina
Investment Adviser Representative
Dual-registered
James Patrick Greek
Investment Adviser Representative
Dual-registered
Niklaus W Pleisch
Investment Adviser Representative
Dual-registered
Gabriel Talley
Investment Adviser Representative
Investment Adviser Representative
Anthony Albert Nardi
Investment Adviser Representative
Dual-registered
Christian Syng-Gi Park
Investment Adviser Representative
Dual-registered
Blake Ryan Fowler
Investment Adviser Representative
Dual-registered
Richard S Rodgers
Investment Adviser Representative
Dual-registered
Ashley Jo Webb
Investment Adviser Representative
Dual-registered

Regulatory & compliance

CRD number
#288792
SEC Number
801-110755
Disciplinary History
No
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Minimum: $100,000 (waivable)

Data as of September 22, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kingswood Wealth Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Kingswood Wealth Advisors in San Diego, CA - Fees & Services