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| Happy Holidays!! thanks for using AUM13F!! |
| King Wealth Management Group LLC
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| CRD # | 159550 |
| SEC # | 801-73023 |
| CIK # | 0001568235 |
| AUM | $931.3 M (2025-06-18) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 518-306-5640 |
| Address | 270 West Circular Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| PepsiCo Inc | 0.0 | ||
| Teva Pharmaceutical Industries Ltd | 0.0 | ||
| Exxon Mobil Corp | 0.0 | ||
| Procter & Gamble Co | 0.0 | ||
| Blackstone Group LP | 0.0 | ||
| Chevron Corp | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Hologic Inc | 0.0 | ||
| Cigna Corp | 0.0 | ||
| Abbott Laboratories | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 444 | 172.3 |
| (b) Individuals (high net worth individuals) | 219 | 721.1 |
| (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 | 1.4 |
| (h) Charitable organizations | 0 | 0.6 |
| (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 | 36.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,743 | 931.3 |
| By Discretionary | ||
| Discretionary | 1,731 | 923.1 |
| Non-Discretionary | 12 | 8.2 |
| Total | 1,743 | 931.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 931.3 | |
| Total | 1,743 | 931.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001568235] |
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|---|---|---|
|
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✚
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CA | 0.9 |
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Philip James Wealth Management LLC
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0.9 | |
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|
Frazier Financial Advisors LLC
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OH | 0.9 |
|
Detalus Advisors LLC
✚
|
MO | 0.9 |
|
West Paces Advisors Inc
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GA | 0.9 |
|
Navigation Group LLC
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|
CA | 0.9 |