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KING WEALTH ADVISORS, LLC
CRD 281798
1900 SOUTH NORFOLK STREET, SUITE 350, SAN MATEO, CA, 94403, United States
Phone
650-435-3918
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$94.1M
Discretionary AUM
$85.0M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $18.8M |
| High net worth individuals | 32 | $69.4M |
All web addresses on file
Official SEC filing: View on IAPD