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KING WEALTH MANAGEMENT GROUP, LLC
CRD 159550 · SEC 801-73023
270 WEST CIRCULAR STREET, SUITE 1, SARATOGA SPRINGS, NY, 12866, United States
Phone
518-306-5640
Fax
(518) 306-5645
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.08B
Discretionary AUM
$1.08B
Team
8 total employees; 8 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 460 | $170.5M |
| High net worth individuals | 248 | $877.8M |
| Corporations/business entities | 11 | $33.5M |
States served
VT, CA, CO, IL, ME, MD, MA, NJ, NY, NC, OR, PA, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD