Kingdom Wealth Advisers

Overview

Kingdom Wealth Advisers is a privately owned limited liability company operating as an independent registered investment adviser. The firm focuses on portfolio management for individuals, families and small businesses and charges fees based on a percentage of assets under management. Its client base is retail-oriented rather than institutional: individual and family clients are the primary focus. The firm does not identify as an active ESG investor, is not positioned as a multi-state adviser or pension consultant, and is not structured as a capital allocator or related-adviser network. Advisory activity centers on discretionary portfolio management, with the firm also maintaining a non-discretionary portion of client assets. Kingdom Wealth Advisers’ operating profile suggests a straightforward wealth-management practice rather than a manager-of-managers model.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices