CRD: 159550
King Wealth Management Group, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Fusion bridge
- Established Date
- 01-10-2012
- Office Locations
- 2
Office Locations
About King Wealth Management Group, LLC
King Wealth Management Group is an independent, fiduciary RIA providing portfolio management, wealth management, and financial planning for individuals and families, plus institutional investment consulting for foundations, nonprofits, colleges, and ERISA plans. The team builds goal-based investment strategies, supports IPS development, asset allocation, investment selection, and portfolio optimization.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
LAWRENCE EDGAR KING
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #2015201
- Ownership
- 75% or more
DANIEL PAUL GALE
Financial Advisor, General Partner, VICE PRESIDENT
- CRD
- #4138857
- Ownership
- Less than 5%
Pathway signal
Optima matrix
- CRD
- #91315
- Ownership
- 7.5%
Showing 2 of 4 owners & executives
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NATHANIEL JAN KING
--
- CRD
- #8298565
MICHELE MARIE MARTIN
Financial Advisor, General Partner
- CRD
- #2204947
North vertex
Radial foundation harbor
- CRD
- #35489
Showing 2 of 10 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,079,859,654 | $574,088 |
| Non-Discretionary | $4,272,661 | $328,666 |
| Total | $1,084,132,315 | $572,404 |
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Separately Managed Accounts
Total SMA Asset: $1,084,132,315
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $541,171,435 | 26.0% |
| Public Funds | $231,038,574 | 11.1% |
| U.S. Government/Agency | $451,670,005 | 21.7% |
| Cash | $185,247,145 | 8.9% |
| Municipal Bonds | $264,341,432 | 12.7% |
| Corporate - Investment Grade | $407,960,004 | 19.6% |
| Total | $2,081,428,595 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| INSIGHT CAPITAL | FOUNDATION ATLAS | 3KSMYV6MI | WBCT | 4.29% | $3,692,544 |
| FUSION VALUE | CATALYST MERIDIAN | GEJKG1TH5 | DZDSN | 5.00% | $17,618,510 |
| ATLAS UNISON | INSIGHT UNISON | UVFMBD6RF | VUDXM | 1.46% | $60,028,880 |
| OAK EAGLE | BEACON QUANTUM | M81UM1B6D | TXNXM | 3.00% | $59,915,393 |
| CAPITAL LEGACY RADIAL | GLACIER CATALYST | K0CJIYZCE | EIIX | 10.47% | $42,012,191 |
| PATHWAY FOUNDATION VALUE | BRIDGE PIONEER | 77M9FYRRW | WCIW | 11.56% | $88,435,537 |
| ELEMENT CAPITAL VITAL | ATLAS ALPHA | PSNXRH1KF | NBXK | 0.63% | $52,399,991 |
| UNISON CAPITAL | TIMBER DELTA | ADKKEODRM | UWYWF | 3.52% | $59,061,933 |