Kingsley Wealth Partners, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kingsley Wealth Partners provides discretionary and non-discretionary portfolio management, modular and comprehensive financial planning, and private wealth services for individuals, high-net-worth families, trusts, estates, and small businesses. The firm tailors its advice to each client’s objectives, risk tolerance, and circumstances and permits reasonable client-imposed investment restrictions.
Its investment process combines fundamental and technical analysis with elements of modern portfolio theory, employing asset allocation, diversification, and both long- and short-term trading as appropriate. Consistent with many independent advisers, the firm generally uses asset-based advisory arrangements, accepts discretionary authority when granted, and conducts account reviews at least annually.
The firm was established in 2025 and, per its most recent filing, reported no assets under management and no client accounts while discontinuing a prior investor-to-advisor matching and lead-generation platform. The brochure also notes the principal holds advanced academic credentials in industrial and organizational psychology and a Series 65 license, and the firm currently does not aggregate client orders or participate in wrap-fee programs, reflecting a small, transitional operating profile.
Client services
Expertise
Fee options
$0 - $2,000,000: 1.50% $2,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Main office
1734 East Boston Street, Ste 103
Gilbert AZ 85295
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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