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KINGSMAN WEALTH MANAGEMENT INC.

PENSACOLA, FL · CRD 319238 · IAPD ↗ · 850-565-3780

$235.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — KINGSMAN WEALTH MANAGEMENT INC. reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
75
April 2026 — KINGSMAN WEALTH MANAGEMENT INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
55
August 2025 — KINGSMAN WEALTH MANAGEMENT is now doing business as KINGSMAN WEALTH MANAGEMENT INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
67
April 2025 — KINGSMAN WEALTH MANAGEMENT reported RAUM up 63% ($120.2M -> $195.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
March 2024 — KINGSMAN WEALTH MANAGEMENT (PENSACOLA, FL) is newly SEC-registered with $120.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.