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| King Wealth Management Group LLC
✚
| |
|---|---|
| CRD # | 159550 |
| SEC # | 801-73023 |
| CIK # | 0001568235 |
| AUM | $751.3 MM (2024-03-29) |
| Employees | 8 (88% Investors, 0% Brokers) |
| Phone | 239-766-4092 |
| Address | 4851 Tamiami Trail North Naples, FL 34103 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| MSFT | 1,918.2 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| LLY | 301.8 | 0.0 | |
| V | 419.3 | 0.0 | |
| JPM | 340.2 | 0.0 | |
| UNH | 477.0 | 0.0 | |
| MCD | 179.6 | 0.0 | |
| COST | 207.6 | 0.0 | |
| GOOGL | 1,475.1 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 526 | 175.4 |
| (b) Individuals (high net worth individuals) | 176 | 536.8 |
| (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 | 1.2 |
| (h) Charitable organizations | 0 | 0.5 |
| (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 | 10 | 37.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,729 | 751.3 |
| By Discretionary | ||
| Discretionary | 1,717 | 740.3 |
| Non-Discretionary | 12 | 11.0 |
| Total | 1,729 | 751.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 751.3 | |
| Total | 1,729 | 751.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001568235] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
The Arkansas Financial Group Inc
✚
|
AR | 0.8 |
|
Kerberrose Wealth Management LLC
✚
|
WI | 0.8 |
|
Rudney Associates Inc
✚
|
CA | 0.8 |
|
Riverfront Investment Group LLC
✚
|
VA | 0.8 |
|
Archer Investment Corporation
✚
|
IN | 0.7 |
|
Kohmann Bosshard Financial Services LLC
✚
|
OH | 0.7 |
|
Edge Wealth Management LLC
✚
|
NY | 0.7 |
|
BOS Asset Management LLC
✚
|
IL | 0.7 |
|
Hudock Inc
✚
|
PA | 0.7 |
|
Addison Capital LLC
✚
|
PA | 0.7 |