Kingdom Wealth Advisers
Firm details
- Headquarters
- Gilbert, Arizona
- CRD number
- 328498
- Custodians
- ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals49.01%
- HNWI26.28%
- Pension & Profit Sharing Plans24.71%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kingdom Wealth Advisers is an independent, LLC-structured registered investment adviser serving individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging both percentage-of-AUM and fixed fees. It does not position itself as a multi-state or pension consultant, is not an active ESG investor, and does not operate as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities95%
- Cash & Cash Equivalents4%
- Sovereign Bonds1%
Contacts
1 of 1
Nicholas Lombardozzi
FounderCRD 6659115
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Gilbert, AZ
Maricopa
Location
Gilbert, AZ
Headquartered in Gilbert, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 2162 E Williams Field Rd
- Time zone
- MT (UTC-7)
- Office locations
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