King Wealth Management Group, LLC

King Wealth Management Group, LLC (CRD# 159550) is a financial advisory firm headquartered in Saratoga Springs, NY. They manage $554,253,764 in 1,503 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    1,503
    ACCOUNTS
  • Average Account Value
    $368,765
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CO, CT, FL, MA, MD, NC, NH, NJ, NY, OR, PA, SC, VA

Financial Advisors at King Wealth Management Group, LLC
No Advisor Found.
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