Firm profile

KING WEALTH MANAGEMENT GROUP, LLC

SARATOGA SPRINGS, NYCRD 159550Latest ADV January 27, 2026

King Wealth Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated January 27, 2026, reports $1.1B in regulatory assets under management, 8 employees, 2 offices, and 1,894 accounts.

Assets Under Management
$1.1B
Employees
8
Offices
2 offices
Total Clients
719
Primary office
SARATOGA SPRINGS, NY
270 WEST CIRCULAR STREET, SUITE 1, SARATOGA SPRINGS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOLawrence E. King

Advisory services offered

3 types reported
Financial Planning Services
Portfolio management for businesses
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 64.0% of total clients.
Top client categories% of clientsClients
1
Individuals
64.0%
460
2
HNWI
34.5%
248
3
Corporations
1.5%
11
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$1.1Bas of January 27, 2026
Discretionary99.6%
$1.1B
100% of total RAUM99.6%
Non-discretionary0.4%
$4M
0% of total RAUM0.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$1.1B
Total Accounts1,894
10Y AUM Change+$738M (+213.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees8
Clients per Employee90:1
10Y Employee Change+1 (+14.3%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.