Kingsmore Wealth Management, LLC

Overview

Kingsmore Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients and provides fee-based financial planning alongside selection-of-other-advisers services. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. FINTRX flags Kingsmore as a capital allocator, indicating the firm places client capital with outside managers rather than solely managing all assets in-house. The firm does not identify as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives