King Wealth Management Group, LLC

King Wealth Management Group, LLC (CRD# 159550) is a financial advisory firm headquartered in Naples, FL. They manage $751,257,817 in 1,729 accounts and serve the financial needs of clients across 17 states (or territories).

Current Firm Details
4851 Tamiami Trail North, Suite 200, Naples, FL 34103
https://www.kingwealthmanagementgroup.com
By the Numbers
  • Total Assets Under Management
    751
    MILLION
  • Total Number of Accounts
    1,729
    ACCOUNTS
  • Average Account Value
    $434,504
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at King Wealth Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Gale, financial advisor Saratoga Springs NY
Daniel P. Gale
CRD#: 4138857
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Daniel Gale (CRD# 4138857) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 24 years of experience in the finance industry.

2
Lawrence King, financial advisor Naples FL
Lawrence E. King
CRD#: 2015201
4851 Tamiami Trail North, Suite 200, Naples, FL 34103

Lawrence King (CRD# 2015201) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Naples, FL and has over 34 years of experience in the finance industry.

3
Kenneth Terpening, financial advisor Saratoga Springs NY
Kenneth J. Terpening
CRD#: 5075351
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Kenneth Terpening (CRD# 5075351) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 18 years of experience in the finance industry.

4
Michele Martin, financial advisor Saratoga Springs NY
Michele M. Martin
CRD#: 2204947
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Michele Martin (CRD# 2204947) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 19 years of experience in the finance industry.

5
Sean Moynahan, financial advisor Saratoga Springs NY
Sean B. Moynahan
CRD#: 7425100
270 West Circular Street, Suite 1, Saratoga Springs, NY 12866

Sean Moynahan (CRD# 7425100) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 2 years of experience in the finance industry.

6
Jane Quinn, financial advisor Saratoga Springs NY
Jane M. Quinn
CRD#: 1968016
270 W. Circular Street, Suite 1, Saratoga Springs, NY 12866

Jane Quinn (CRD# 1968016) is an Investment Advisor Representative working at King Wealth Management Group, LLC in Saratoga Springs, NY and has over 28 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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