King Wealth Advisors, LLC

RIAState Registered

Total AUM

$94.1M

Discretionary

$85M

90% of AUM

Avg account

$554K

Accounts

170

Employees

Advisory reps

Firm details

Headquarters: San Mateo, California
CRD number: 281798
Website: www.kingwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI73.7%
Individuals19.93%
Pension & Profit Sharing Plans6.02%
Corporations / Businesses0.35%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

King Wealth Advisors, LLC is an independent, owner-operated Registered Investment Adviser organized as an LLC that focuses on individual and family clients. The firm offers financial planning and discretionary portfolio management for individuals and small businesses, charging fees by percentage of AUM and also offering hourly and fixed-fee arrangements. It does not identify as a capital allocator, is not positioned as an active ESG investor, and is not registered as a multi-state or pension consultant adviser. Service delivery appears boutique in scale: the adviser manages client relationships directly and relies on third-party investment managers and pooled vehicles rather than running an in-house asset management platform. Custody for client assets is consolidated at Charles Schwab & Co., Inc.