KINGDOM WEALTH ADVISERS

Overview

Kingdom Wealth Advisers is a small, fee-based wealth advisory firm that focuses on portfolio management for individuals and small businesses. The firm charges a percentage of assets under management and manages both discretionary and non-discretionary mandates. Its stated client base is individual and family investors, and it does not advertise active ESG investing or multi-state advisory coverage. Investment activity centers on public equity exposure, with a clear preference for exchange-traded instruments as the primary building block of client portfolios. The firm appears to use equity holdings for core allocation, supplemented by mutual funds and annuities where appropriate for client suitability. Kingdom Wealth Advisers also allocates to real estate as an alternative, typically via third-party managers or funds, which it uses to introduce income and diversification away from listed markets.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices