King Wealth Management Group, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 159550
- SEC number
- 801-73023
- Firm type
- RIA
- Assets under management
- $1.1B as of Jan 27, 2026
- Website
- www.kingwealthmanagementgroup.com ↗
- Phone
- 518-306-5640
- Address
- 270 West Circular Street, Saratoga Springs, NY, 12866
Advisors at this firm
9 in our index · page 1 of 1
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Daniel Paul GaleCRD 4138857 · Saratoga Springs, NYIA RegisteredRegistration inactive
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Lawrence Edgar KingCRD 2015201 · Bonita Springs, FLIA RegisteredRegistration inactive
-
Nathaniel Jan KingCRD 8298565 · Saratoga Springs, NYIA Registered
-
Michele Marie MartinCRD 2204947 · Saratoga Springs, NYIA Registered
-
Sean Bradley MoynahanCRD 7425100 · Saratoga Springs, NYIA Registered
-
Jane Marie QuinnCRD 1968016 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Jolyn Conway SweetCRD 4480588 · Saratoga Springs, NYIA Registered
-
Kenneth Jorma TerpeningCRD 5075351 · Saratoga Springs, NYIA RegisteredRegistration inactive
-
Patricia Marie WaltonCRD 4957897 · Saratoga Springs, NYIA RegisteredRegistration inactive
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 159550 ↗
FINRA BrokerCheck record for firm CRD 159550 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.