King Wealth Management Group, LLC

Overview

King Wealth Management Group, LLC is an SEC registered investment adviser based in Saratoga Springs, NY, registered since 2012. It reports $1.1B in assets under management across 1,894 accounts, with 8 employees. It has 9 investment adviser representatives.

Reported AUM

$1.1B

Discretionary

100%

Accounts

1,894

Average account

$572K

Employees

8

Advisory reps

9

Registered since

2012

Jurisdictions

18

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 4

• Lawrence Edgar King President, Chief Compliance Officer CRD 2015201
• Daniel Paul Gale Vice President CRD 4138857
• Jane Marie Quinn Secretary CRD 1968016

1 more executive officer, with direct contact details

Advisory reps 3 of 9

• Daniel Paul Gale Investment Adviser Rep CRD 4138857
• Lawrence Edgar King Investment Adviser Rep CRD 2015201
• Nathaniel Jan King Investment Adviser Rep CRD 8298565

6 more advisory reps, with emails, phones and branch locations

Location

Headquarters

270 W Circular St Apt 1
Saratoga Springs, NY 12866

County

Saratoga

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 18 jurisdictions
• Website: kingwealthmanagementgroup.com

Every state, with registration dates

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