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| King Wealth Management Group LLC
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|---|---|
| CRD # | 159550 |
| SEC # | 801-73023 |
| CIK # | 0001568235 |
| AUM | 1,084.1 M (2026-01-27) |
| Employees | 8 (100% Investors, 0% Brokers) |
| Phone | 518-306-5640 |
| Address | 270 West Circular Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Teva Pharmaceutical Industries Ltd | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Oracle Corp | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| United Therapeutics Corp | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Cigna Corp | 0.0 | ||
| GE Vernova Inc | 0.0 | ||
| Union Pacific Corp | 0.0 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 170.5 |
| (b) Individuals (high net worth individuals) | 248 | 877.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.7 |
| (h) Charitable organizations | 0 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 11 | 33.5 |
| (n) Other | 0 | 0.0 |
| Total | 1,894 | 1,084.1 |
| By Discretionary | ||
| Discretionary | 1,881 | 1,079.9 |
| Non-Discretionary | 13 | 4.3 |
| Total | 1,894 | 1,084.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,084.1 | |
| Total | 1,894 | 1,084.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001568235] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Integrated Investment Consultants LLC
✚
|
MI | 1,084.3 M |
|
CW Investment Advisers LLC
✚
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CA | 1,084.3 M |
|
Austin Wealth Management LLC
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|
TX | 1,083.0 M |
|
FPL Capital Management LLC
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LA | 1,082.7 M |
|
NFSG Corporation
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FL | 1,082.6 M |
|
BPS Wealth Advisors Inc
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|
OH | 1,082.6 M |
|
Sovereign Financial Group Inc
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|
CT | 1,082.6 M |
|
Randolph Co Inc
✚
|
OH | 1,082.2 M |
|
Corvus Wealth Advisors LLC
✚
|
CA | 1,080.6 M |
|
Trebuchet Consulting LLC
✚
|
PA | 1,080.4 M |