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Private Wealth Daily

FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%

The Lean 100 · 2026 edition

^No.65

Kingsman Wealth Management

Pensacola, FL · Firm website

96%AUM growth, 2024 to 2026

$235MAUM in the 2026 filing

34%client growth

3people at the firm

AUM by filing

$75M2023

$120M2024

$196M2025

$235M2026

Clients by filing

1182023

1612024

1892025

2162026

Key people

Katie KingsmanFounderOwner · 4 years at the firm
in

Against the list

MeasureThis firmList median
AUM growth96%104%
Client growth34%43%
People37
AUM per person$78.3M$49.7M

Rank by measure

Official rankNo. 6596%
Client growthNo. 6234%
AUM added per personNo. 31$38.3M
AUM per personNo. 26$78.3M

← No. 64 Prattes Wealth Partners No. 66 CFG Retirement →

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Kingsman Wealth Management: No. 65 on The Lean 100 (2026) — Private Wealth Daily