# KINGSWOOD WEALTH ADVISORS, LLC

KINGSWOOD WEALTH ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 288792
- Type: SEC-registered investment adviser
- SEC file number: 801-110755
- Location: 11440 W. BERNARDO COURT, SAN DIEGO, CA, 92127
- Phone: 800-535-6981
- Latest filing: 2026-08-03
- Regulatory AUM: $3.8B
- Discretionary AUM: $3.5B
- Non-discretionary AUM: $306.5M
- Clients: 88
- Accounts: 12,273

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Other

## Officers, owners & control persons (24)

| Name | Role | Location |
| --- | --- | --- |
| Mohamed A Alsoraimi | CHIEF COMPLIANCE OFFICER | — |
| Jeremy Mathew Wilder | CHIEF LEGAL OFFICER | — |
| Michael Haskel Nessim | CEO; MANAGING MEMBER | — |
| Valeriy P Rayevskiy | COO | — |
| Jaime Galione Golden | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | — |
| Ashley Jo Webb | DIRECTOR OF OPERATIONS | — |
| Nicole Marie English | OPERATIONS PRINCIPAL | — |
| GREGG WILLIAM EDWARD | CEO; CHIEF EXECUTIVE OFFICER AND CHIEF OPERATING OFFICER; MEMBER | — |
| BRUTON DEREK JEROLD | CEO; PRESIDENT | — |
| ENGLISH SHEILA MARIE | OPERATIONS PRINCIPAL | — |
| DE LUZ MICHAEL KIRK | COO / CFO; COO / CFO/ CCO | — |
| NANULA ANTHONY | CHIEF COMPLIANCE OFFICER; MEMBER / OPERATING MANAGER | — |
| NANULA PAUL SAVINO | MEMBER / OPERATING MANAGER | — |
| NANULA PHIL JAMES | MEMBER / OPERATING MANAGER | — |
| NANULA STEVEN VICTOR | MEMBER / OPERATING MANAGER | — |
| TOOKE JEFFREY A | CHIEF COMPLIANCE OFFICER | — |
| ALSORAIMI MOHAMED | CHIEF COMPLIANCE OFFICER | — |
| NESSIM MICHAEL HASKEL | CEO | — |
| Wilder Jeremy Mathew | CHIEF LEGAL OFFICER | — |
| Rayevskiy Valeriy P | COO | — |
| GOLDEN JAIME GALIONE | PRESIDENT - BUSINESS DEVELOPMENT AND ACQUISITIONS | — |
| ALSORAIMI MOHAMED A | CHIEF COMPLIANCE OFFICER | — |
| WEBB ASHLEY JO | DIRECTOR OF OPERATIONS | — |
| Webb Ashley | DIRECTOR OF OPERATIONS | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/288792/brochure
- Similar advisers: https://search.stillhousedata.com/firm/288792/similar
- Related entities: https://search.stillhousedata.com/firm/288792/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/288792

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.