King Wealth Management Group, LLC
● SEC registered since 2012CRD 159550SEC# 801-73023Saratoga Springs, NY
Reg. AUM
$1.08B
Employees
8
Accounts
1,894
Location
Saratoga Springs, NY
King Wealth Management Group, LLC assets under management
King Wealth Management Group, LLC operates as an SEC-registered investment adviser based in Saratoga Springs, NY. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 8 people.
King Wealth Management Group, LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Paul Gale Control | Vice President | Under 5% | 2012 |
| Jane Marie Quinn Control | Secretary | Under 5% | 2015 |
| Lawrence Edgar King Control | President/Cco | Over 75% | 2012 |
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Join to unlock · $37/moFrequently asked questions
How much does King Wealth Management Group, LLC manage?
King Wealth Management Group, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does King Wealth Management Group, LLC have?
King Wealth Management Group, LLC reports 8 employees.
Where is King Wealth Management Group, LLC located?
King Wealth Management Group, LLC is based in Saratoga Springs, NY and has been SEC-registered since 2012.
Does King Wealth Management Group, LLC disclose fund performance?
King Wealth Management Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 270 West Circular Street, Suite 1, Saratoga Springs, NY 12866 |
| Phone | 518-306-5640 |
| Fax | (518) 306-5645 |
| Office hours | 8:30 a.m. - 4:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.08B▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$1.08Bregulatory AUM
Discretionary $1.08BNon-discretionary $4.3M