Conrad Kenneth Branson

28 Years of Experience

2 DisclosuresBroker

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth

Kingswood Wealth Advisors, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

111 advisors

Number of Clients

9,250 clients

Average Client Portfolio

$267K average

Assets Under Management

$2.5B

Fee Structure

Minimum Investment:$100K

Location

11440 W. Bernardo Court, Suite 300, San Diego, CA, 92127

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History

Regulatory History (2)

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Regulatory

August 2022

Final

Customer Dispute

April 2020

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Conrad is a fractional owner of Parlor Bar (DBA Old Town Tap), a restaurant, since 2016. He also serves on the board of directors for Oak Hill School, a non-profit school for Autism, dedicating minimal time to reviewing school operations and finances. Finally, Conrad is president of Birchwood Wealth Advisors, his DBA for Kingswood US, which takes nearly all of his time.