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Est. 2026The front page of wealth managementNew York

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Financial ADVSR advisor directory · SEC adviser records

Kinstead Wealth Management LLC financial advisors

Every SEC-registered investment adviser representative at Kinstead Wealth Management LLC, by the state and city of the office they work from.

The short answer

4 registered advisors work at Kinstead Wealth Management LLC, in 1 state and 1 city; the most are in Santa Rosa, CA (4). 0 list the CFP designation and 0 are also registered broker representatives.

Search every Kinstead Wealth Management LLC advisor by name →Who joined and left Kinstead Wealth Management LLC →

Cities with the most Kinstead Wealth Management LLC advisors

Santa Rosa, CA 4

Kinstead Wealth Management LLC advisors by state

Kinstead Wealth Management LLC in California 4

Santa Rosa 4

Questions

How many financial advisors does Kinstead Wealth Management LLC have?

4 investment adviser representatives are registered with Kinstead Wealth Management LLC, according to the SEC's Investment Adviser Public Disclosure records, in 1 state and 1 cities. 0 list the CFP designation and 0 are also registered as broker representatives.

Where does Kinstead Wealth Management LLC have the most advisors?

Santa Rosa, CA, with 4 registered advisors. By state, California has the most, with 4.

How do I find a Kinstead Wealth Management LLC financial advisor near me?

Pick your state below, then your city, to see every Kinstead Wealth Management LLC advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Kinstead Wealth Management LLC offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →