KING WEALTH MANAGEMENT GROUP, LLC

CRD 159550File 801-73023

APPROVED

Retail clients

Custody

Filing as of Jan 27, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$1.08B

Above cohort median (national)

Discretionary AUM

$1.08B

Non-discretionary $4.3M

Clients

719

1,894 accounts

Employees

Above cohort median in NY

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Jan 10, 2012
Principal office: 270 WEST CIRCULAR STREET, SUITE 1, SARATOGA SPRINGS, NY, 12866
Phone: 518-306-5640
Website: HTTPS://WWW.KINGWEALTHMANAGEMENTGROUP.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $1.08B
Discretionary AUM: $1.08B
Non-discretionary AUM: $4.3M
Discretionary accounts: 1,881
Non-discretionary accounts: 13
Total accounts: 1,894
AUM per client: $1.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	11	$33.5M
Charitable organizations	Fewer than 5	$668K
High net worth individuals	248	$877.8M
Pension and profit sharing plans	Fewer than 5	$1.7M
Individuals (other than high net worth individuals)	460	$170.5M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.