Investment adviser · CRD 169846
KCS WEALTH ADVISORY
Investment adviser filing (IA)
KCS WEALTH ADVISORY, LLC
LOS ANGELES, CA, United States · Form ADV filed Apr 13, 2023
- Regulatory AUM
- $350M Form ADV · Item 5.F
- Client accounts
- 954 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 128 | $265,459,259 | 75.9% |
| Individuals | 218 | $65,186,898 | 18.6% |
| Retirement plans | 17 | $19,009,876 | 5.4% |
Filing source
Form ADV 1752182 · Apr 13, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 13, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
10960 WILSHIRE BLVD., SUITE 405LOS ANGELES, CA, 90024, United States
CRD 169846
Filing source
Form ADV 1752182 · Apr 13, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.