K
Kingdom Wealth Development, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$9,140,000
Clients
150
1% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
150
Very HighAverage account size
$60,933
About
Kingdom Wealth Development provides financial planning and portfolio management to individual and high‑net‑worth clients, delivering a written financial plan after a data‑gathering process and ongoing portfolio oversight. Services documented in the brochure include net worth and cash flow analysis, tax and insurance review, 401(k) evaluations, retirement projections, and, when appropriate, recommendations of third‑party investment advisers.
The firm uses an asset‑allocation framework to build individualized portfolios, primarily employing mutual funds across equities, fixed income, international, and cash, and rebalances positions as market conditions or client circumstances warrant. It offers both discretionary and non‑discretionary management, conducts quarterly portfolio reviews, and attempts to meet clients at least semiannually.
A distinctive feature disclosed in the brochure is that the principal also operates as an independent insurance agent with Trinity Financial Group and may receive commissions from insurance sales, a relationship the firm identifies as a potential conflict of interest. The adviser reports managing about $9.14 million in discretionary client assets, typically custodians accounts at Charles Schwab (and TIAA Cref), limits trading to mutual funds, and forwards proxy materials to clients rather than voting them on clients’ behalf.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General tax planning
General estate planning guidance
Fee options
1.00% annually
Main office location
Kingdom Wealth Development, LLC
1603 22 Nd Street, Suite 100
West Des Moines IA 50266, United States
Number of offices
1
Most active in
Kingdom Wealth Development, LLC has reported serving >5 clients in these states in the last 12 months.
Iowa · Louisiana
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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