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- Custodian
- American Funds ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 11-24-2015
- Office Locations
- 1
Office Locations
About King Wealth Advisors, LLC
King Wealth Advisors is a San Mateo, CA RIA offering a la carte financial planning, retirement and education planning, investment management, and ongoing financial coaching. The firm works with families and entrepreneurs on goals like 529, tax, estate, and business-succession planning, and typically implements portfolios with public funds and ETFs (including via Schwab).
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Investment Themes
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Owner & Executives
MATTHEW P KING
Chief Compliance Officer, Chief Investment Officer, Managing Member, President
- CRD
- #4518281
- Ownership
- 75% or more
JOHANNA DEL BOSQUE KING
Chief Operations Officer, Managing Member, Wealth Advisor
- CRD
- #5470206
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,022,245 | -- |
| Non-Discretionary | $9,124,050 | -- |
| Total | $94,146,295 | -- |
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Separately Managed Accounts
Total SMA Asset: $94,146,295
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,130,293,100 | 16.4% |
| Equity - Exchange | $1,371,514,189 | 19.9% |
| U.S. Government/Agency | $2,391,534,791 | 34.7% |
| Cash | $1,998,689,018 | 29.0% |
| Total | $6,892,031,098 | 100.0% |