KING WEALTH MANAGEMENT GROUP, LLC

4851 Tamiami Trail North
Suite 200
Naples, Florida 34103
Tel: (239) 766-4092

About KING WEALTH MANAGEMENT GROUP, LLC

KING WEALTH MANAGEMENT GROUP, LLC, formally registered with the SEC as KING WEALTH MANAGEMENT GROUP, LLC. The firm was established in 01/10/2012. They have over 2 offices throughout the country.

KING WEALTH MANAGEMENT GROUP, LLC is a Naples, Florida based Financial Planning firm with nearly $931,335,129 assets under management, offering retirement planning & investment advisory services to 1743 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159550
SEC#	801-73023
Assets Managed by Firm	$931,335,129
No. of Clients	1743
No. of Advisors	7

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	1743	$931,335,129
Individuals (other than high net worth individuals)	444	$172,310,516
High net worth individuals	219	$721,076,495
Pension and profit sharing plans	Fewer than 5 clients	$1,398,114
Charitable organizations	Fewer than 5 clients	$594,824
Corporations or other businesses	11	$35,955,180

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