KINGDOM WEALTH DEVELOPMENT, LLC

Overview

Kingdom Wealth Development, LLC is a small, independent registered investment adviser that works primarily with individual and family clients. The firm operates on a percentage-of-assets fee model and focuses on financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third-party advisers when clients need access to capabilities the firm does not run in-house. Kingdom Wealth Development is structured as an owner-managed LLC and is identified as a capital allocator — it constructs portfolios largely by allocating to pooled public funds rather than operating a large in-house trading desk or a broad managed-product lineup. The firm does not emphasize ESG investing and is not registered as a multi-state adviser for broad interstate advisory activities. It lists an affiliation with an insurance company, which suggests use of insurance-related products or distribution relationships as part of its client solutions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices