AW
AW

Ashley Jo Webb

8 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningTax PlanningCharitable GivingBusiness OwnersHigh Net Worth
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
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Location

mcdonough, GA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Ashley is a manager of onboarding at Kingswood Group US, a holding company for BD and RIAs, dedicating full-time hours. She also works as a bookkeeper and consultant for Compliers Consulting Services, LLC, spending a few hours per week, and owns Monta Vista Holdings LLC, spending about 10-20% of her time. Additionally, Ashley serves on the board of directors for CASA Henry County and A Friend's House, dedicating minimal time to each.

Employment History
Current Registrations
Kingswood Wealth Advisors, LLC
January 2021 - Present · 5 yrs 1 mo
Kingswood Capital Partners, LLC
January 2021 - Present · 5 yrs 1 mo
Kingswood Capital Partners, LLCBroker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Benchmark Advisory Services, LLC
November 2019 - December 2022 · 3 yrs 1 mo
Ef Hutton LLCBroker
October 2019 - February 2024 · 4 yrs 4 mos
American Global Wealth Management, INC.Broker
August 2018 - November 2019 · 1 yr 3 mos
Americas Executions, LLCBroker
February 2016 - July 2017 · 1 yr 5 mos
State Registrations2 states
GAID
AdvisorBrokerBoth
Exams
No exam information available for this advisor.