KING WEALTH MANAGEMENT GROUP, LLC
SEC RegisteredWe simplify wealth management for individuals, families and institutions.
About the firm
King Wealth Management Group is an independent financial advisory services firm committed to a fiduciary standard of care. The firm provides personalized wealth management services to individuals, families, and institutions, and builds multi-generational, long-lasting relationships with its clients.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Portfolio management, wealth management, institutional wealth management, financial planning, and estate planning guidance. Services include investment policy statements, asset allocation, investment strategy and selection, portfolio optimization, retirement income planning, budgeting, debt structure, college funding strategies, gifting strategies, and estate tax liability analysis.
Who they serve
Individuals, families, and institutions including foundations, scholarship funds, colleges, non-profits, ERISA plans, banks, bank trust departments, credit unions, and corporate investment plans.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 460 | $170M |
| High Net Worth Individuals | 248 | $878M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
Data as of January 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KING WEALTH MANAGEMENT GROUP, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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