# Kingsley Wealth Partners, Inc.

> Kingsley Wealth Partners, Inc. is a state-registered investment advisory firm in Gilbert, AZ, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated July 10, 2026.

- CRD: 338475
- Filed as: KINGSLEY WEALTH PARTNERS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: July 10, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338475
- AdvisorCensus page: https://advisorcensus.com/firm/kingsley-wealth-partners-inc-gilbert-az-338475

## Quick answers

**How is Kingsley Wealth Partners, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Kingsley Wealth Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kingsley Wealth Partners, Inc. located?**
Kingsley Wealth Partners, Inc.'s principal office is in Gilbert, AZ, according to its Form ADV.

**Is Kingsley Wealth Partners, Inc. registered with the SEC or a state?**
Kingsley Wealth Partners, Inc. is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 338475.

**How much does Kingsley Wealth Partners, Inc. manage?**
Kingsley Wealth Partners, Inc. reports $0 in regulatory assets under management in its Form ADV filing dated July 10, 2026.

**Does Kingsley Wealth Partners, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/338475

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | Not reported |
| High net worth individuals | Fewer than 5 | Not reported |
| Banking or thrift institutions | Fewer than 5 | Not reported |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | Not reported |
| Charitable organizations | Fewer than 5 | Not reported |
| State or municipal government entities (including government pension plans) | Fewer than 5 | Not reported |
| Other investment advisers | Fewer than 5 | Not reported |
| Insurance companies | Fewer than 5 | Not reported |
| Sovereign wealth funds and foreign official institutions | Fewer than 5 | Not reported |
| Corporations or other businesses not listed above | Fewer than 5 | Not reported |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kingsleywealthpartners.com](https://kingsleywealthpartners.com)
- Instagram @kingsleywealthpartners

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kingsley Wealth Partners, Inc. (CRD 338475): Form ADV filing data as of October 2026.