KING WEALTH MANAGEMENT GROUP, LLC
CRD #159550 SEC #801-73023 SARATOGA SPRINGS, NY 518-306-5640
SEC Registered
Total AUM
$931.3M
Discretionary
$923.1M
Employees
7
Clients
51
Accounts
1,743
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $931.3M | $923.1M | $8.2M | 7 | 0 |
| Jan 2025 | $931.3M | $923.1M | $8.2M | 7 | 0 |
| Apr 2024 | $751.3M | $740.3M | $11M | 8 | 0 |
| Mar 2024 | $751.3M | $740.3M | $11M | 8 | 0 |
| Feb 2024 | $751.3M | $740.3M | $11M | 8 | 0 |
| Feb 2024 | $751.3M | $740.3M | $11M | 8 | 0 |
| Jan 2024 | $751.3M | $740.3M | $11M | 8 | 0 |
| May 2023 | $633.4M | $623.1M | $10.3M | 8 | 0 |
| May 2023 | $633.4M | $623.1M | $10.3M | 8 | 0 |
| Apr 2023 | $633.4M | $623.1M | $10.3M | 8 | 0 |
| Jan 2023 | $633.4M | $623.1M | $10.3M | 8 | 0 |
| Jan 2023 | $633.4M | $623.1M | $10.3M | 8 | 0 |
| Jul 2022 | $726.2M | $714.5M | $11.6M | 8 | 0 |
| Apr 2022 | $726.2M | $714.5M | $11.6M | 8 | 0 |
| Jan 2022 | $726.2M | $714.5M | $11.6M | 8 | 0 |
| Oct 2021 | $620.5M | $604.3M | $16.2M | 7 | 0 |
| Oct 2021 | $620.5M | $604.3M | $16.2M | 7 | 0 |
| Oct 2021 | $620.5M | $604.3M | $16.2M | 7 | 0 |
| Aug 2021 | $620.5M | $604.3M | $16.2M | 7 | 0 |
| Feb 2021 | $620.5M | $604.3M | $16.2M | 7 | 0 |
| Jan 2021 | $554.3M | $536.8M | $17.5M | 7 | 0 |
| Jun 2020 | $554.3M | $536.8M | $17.5M | 7 | 0 |
| Mar 2020 | $554.3M | $536.8M | $17.5M | 7 | 0 |
| Sep 2019 | $439M | $429.7M | $9.4M | 8 | 0 |
| Sep 2019 | $439M | $429.7M | $9.4M | 8 | 0 |
| Aug 2019 | $439M | $429.7M | $9.4M | 8 | 0 |
| May 2019 | $439M | $429.7M | $9.4M | 8 | 0 |
| Feb 2019 | $439M | $429.7M | $9.4M | 8 | 0 |
| Dec 2018 | $409.6M | $398.2M | $11.4M | 9 | 0 |
| Mar 2018 | $409.6M | $398.2M | $11.4M | 9 | 0 |
| Feb 2018 | $409.6M | $398.2M | $11.4M | 9 | 0 |
| Mar 2017 | $345.7M | $335.1M | $10.6M | 7 | 500 |
| Feb 2017 | $345.7M | $335.1M | $10.6M | 7 | 500 |
| Aug 2016 | $289.8M | $260.5M | $29.3M | 6 | 500 |
| Feb 2016 | $289.8M | $260.5M | $29.3M | 6 | 500 |
| Apr 2015 | $650M | $250M | $400M | 7 | 500 |
| Apr 2015 | $650M | $250M | $400M | 7 | 500 |
| Feb 2015 | $650M | $250M | $400M | 7 | 500 |
| Dec 2014 | $1.6B | $230M | $1.4B | 8 | 500 |
| Sep 2014 | $1.6B | $230M | $1.4B | 8 | 500 |
| Jun 2014 | $1.6B | $230M | $1.4B | 8 | 500 |
| Mar 2014 | $1.6B | $230M | $1.4B | 8 | 500 |
| Feb 2014 | $1.6B | $230M | $1.4B | 8 | 500 |
| Oct 2013 | $1.5B | $235M | $1.3B | 7 | 400 |
| Jul 2013 | $1.5B | $235M | $1.3B | 6 | 400 |
| May 2013 | $1.5B | $235M | $1.3B | 6 | 400 |
| Feb 2013 | $1.5B | $205M | $1.3B | 5 | 400 |
| May 2012 | $250.3M | $180.3M | $70M | -- | 0 |
| Feb 2012 | $0 | $0 | $0 | -- | 0 |
| Jan 2012 | $0 | $0 | $0 | -- | 0 |
DateJun 2025
Total AUM$931.3M
Discretionary$923.1M
Non-Disc.$8.2M
Employees7
Clients0
DateJan 2025
Total AUM$931.3M
Discretionary$923.1M
Non-Disc.$8.2M
Employees7
Clients0
DateApr 2024
Total AUM$751.3M
Discretionary$740.3M
Non-Disc.$11M
Employees8
Clients0
DateMar 2024
Total AUM$751.3M
Discretionary$740.3M
Non-Disc.$11M
Employees8
Clients0
DateFeb 2024
Total AUM$751.3M
Discretionary$740.3M
Non-Disc.$11M
Employees8
Clients0
DateFeb 2024
Total AUM$751.3M
Discretionary$740.3M
Non-Disc.$11M
Employees8
Clients0
DateJan 2024
Total AUM$751.3M
Discretionary$740.3M
Non-Disc.$11M
Employees8
Clients0
DateMay 2023
Total AUM$633.4M
Discretionary$623.1M
Non-Disc.$10.3M
Employees8
Clients0
DateMay 2023
Total AUM$633.4M
Discretionary$623.1M
Non-Disc.$10.3M
Employees8
Clients0
DateApr 2023
Total AUM$633.4M
Discretionary$623.1M
Non-Disc.$10.3M
Employees8
Clients0
DateJan 2023
Total AUM$633.4M
Discretionary$623.1M
Non-Disc.$10.3M
Employees8
Clients0
DateJan 2023
Total AUM$633.4M
Discretionary$623.1M
Non-Disc.$10.3M
Employees8
Clients0
DateJul 2022
Total AUM$726.2M
Discretionary$714.5M
Non-Disc.$11.6M
Employees8
Clients0
DateApr 2022
Total AUM$726.2M
Discretionary$714.5M
Non-Disc.$11.6M
Employees8
Clients0
DateJan 2022
Total AUM$726.2M
Discretionary$714.5M
Non-Disc.$11.6M
Employees8
Clients0
DateOct 2021
Total AUM$620.5M
Discretionary$604.3M
Non-Disc.$16.2M
Employees7
Clients0
DateOct 2021
Total AUM$620.5M
Discretionary$604.3M
Non-Disc.$16.2M
Employees7
Clients0
DateOct 2021
Total AUM$620.5M
Discretionary$604.3M
Non-Disc.$16.2M
Employees7
Clients0
DateAug 2021
Total AUM$620.5M
Discretionary$604.3M
Non-Disc.$16.2M
Employees7
Clients0
DateFeb 2021
Total AUM$620.5M
Discretionary$604.3M
Non-Disc.$16.2M
Employees7
Clients0
DateJan 2021
Total AUM$554.3M
Discretionary$536.8M
Non-Disc.$17.5M
Employees7
Clients0
DateJun 2020
Total AUM$554.3M
Discretionary$536.8M
Non-Disc.$17.5M
Employees7
Clients0
DateMar 2020
Total AUM$554.3M
Discretionary$536.8M
Non-Disc.$17.5M
Employees7
Clients0
DateSep 2019
Total AUM$439M
Discretionary$429.7M
Non-Disc.$9.4M
Employees8
Clients0
DateSep 2019
Total AUM$439M
Discretionary$429.7M
Non-Disc.$9.4M
Employees8
Clients0
DateAug 2019
Total AUM$439M
Discretionary$429.7M
Non-Disc.$9.4M
Employees8
Clients0
DateMay 2019
Total AUM$439M
Discretionary$429.7M
Non-Disc.$9.4M
Employees8
Clients0
DateFeb 2019
Total AUM$439M
Discretionary$429.7M
Non-Disc.$9.4M
Employees8
Clients0
DateDec 2018
Total AUM$409.6M
Discretionary$398.2M
Non-Disc.$11.4M
Employees9
Clients0
DateMar 2018
Total AUM$409.6M
Discretionary$398.2M
Non-Disc.$11.4M
Employees9
Clients0
DateFeb 2018
Total AUM$409.6M
Discretionary$398.2M
Non-Disc.$11.4M
Employees9
Clients0
DateMar 2017
Total AUM$345.7M
Discretionary$335.1M
Non-Disc.$10.6M
Employees7
Clients500
DateFeb 2017
Total AUM$345.7M
Discretionary$335.1M
Non-Disc.$10.6M
Employees7
Clients500
DateAug 2016
Total AUM$289.8M
Discretionary$260.5M
Non-Disc.$29.3M
Employees6
Clients500
DateFeb 2016
Total AUM$289.8M
Discretionary$260.5M
Non-Disc.$29.3M
Employees6
Clients500
DateApr 2015
Total AUM$650M
Discretionary$250M
Non-Disc.$400M
Employees7
Clients500
DateApr 2015
Total AUM$650M
Discretionary$250M
Non-Disc.$400M
Employees7
Clients500
DateFeb 2015
Total AUM$650M
Discretionary$250M
Non-Disc.$400M
Employees7
Clients500
DateDec 2014
Total AUM$1.6B
Discretionary$230M
Non-Disc.$1.4B
Employees8
Clients500
DateSep 2014
Total AUM$1.6B
Discretionary$230M
Non-Disc.$1.4B
Employees8
Clients500
DateJun 2014
Total AUM$1.6B
Discretionary$230M
Non-Disc.$1.4B
Employees8
Clients500
DateMar 2014
Total AUM$1.6B
Discretionary$230M
Non-Disc.$1.4B
Employees8
Clients500
DateFeb 2014
Total AUM$1.6B
Discretionary$230M
Non-Disc.$1.4B
Employees8
Clients500
DateOct 2013
Total AUM$1.5B
Discretionary$235M
Non-Disc.$1.3B
Employees7
Clients400
DateJul 2013
Total AUM$1.5B
Discretionary$235M
Non-Disc.$1.3B
Employees6
Clients400
DateMay 2013
Total AUM$1.5B
Discretionary$235M
Non-Disc.$1.3B
Employees6
Clients400
DateFeb 2013
Total AUM$1.5B
Discretionary$205M
Non-Disc.$1.3B
Employees5
Clients400
DateMay 2012
Total AUM$250.3M
Discretionary$180.3M
Non-Disc.$70M
Employees--
Clients0
DateFeb 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateJan 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0