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KING WEALTH MANAGEMENT GROUP, LLC
CRD 159550File 801-73023
APPROVED
Retail clients
Custody
Filing as of Jan 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.08B
Above cohort median (national)
Discretionary AUM
$1.08B
Non-discretionary $4.3M
Clients
719
1,894 accounts
Employees
8
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://mykingwealth.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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 7 | 8 | increased by1 |
| Feb 1, 2026 | Clients | 674 | 719 | increased by45 |
| Feb 1, 2026 | AUM | $931,335,129 | $1,084,132,315 | increased by$152,797,186 |
| Feb 1, 2026 | Accounts | 1,743 | 1,894 | increased by151 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 7 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 607 | 674 | increased by67 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $726,161,528 | $931,335,129 | increased by$205,173,601 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,576 | 1,743 | increased by167 |
| Feb 1, 2022 | Employees | 7 | 8 | increased by1 |
| Feb 1, 2022 | Clients | 582 | 607 | increased by25 |
| Feb 1, 2022 | AUM | $620,496,740 | $726,161,528 | increased by$105,664,788 |
| Feb 1, 2022 | Accounts | 1,521 | 1,576 | increased by55 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KING WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KING WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.