King Wealth Advisors, LLC

King Wealth Advisors, LLC (CRD# 281798) is a financial advisory firm headquartered in San Mateo, CA. They manage $72,625,161 in 178 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
1900 South Norfolk Street, Suite 350, San Mateo, CA 94403
https://www.alignable.com/san-mateo-ca/king-wealth-advisors
By the Numbers
  • Total Assets Under Management
    73
    MILLION
  • Total Number of Accounts
    178
    ACCOUNTS
  • Average Account Value
    $408,007
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at King Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Johanna King, financial advisor San Mateo CA
Johanna D. King
CRD#: 5470206
1900 South Norfolk Street, Suite 350, San Mateo, CA 94403

Johanna King (CRD# 5470206) is an Investment Advisor Representative working at King Wealth Advisors, LLC in San Mateo, CA and has over 5 years of experience in the finance industry.

2
Matthew King, financial advisor San Mateo CA
Matthew P. King
CRD#: 4518281
1900 South Norfolk Street, Suite 350, San Mateo, CA 94403

Matthew King (CRD# 4518281) is an Investment Advisor Representative working at King Wealth Advisors, LLC in San Mateo, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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