King Wealth Management Group, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 719
- Avg AUM / client
- $1.5M
- Accounts
- 1,894
- Employees
- 8
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 460 | $170M | 15.7% |
| High net worth individuals | 248 | $878M | 81.0% |
| Pension and profit sharing plans | Fewer than 5 clients | $1.7M | 0.16% |
| Charitable organizations | Fewer than 5 clients | $668K | 0.06% |
| Corporations and other businesses | 11 | $33.5M | 3.09% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Daniel Paul Gale | Vice President | Feb 2012 (15y) | Less than 5% | |
| Lawrence Edgar King | President/Cco | Feb 2012 (15y) | 75% or more | |
| Jane Marie Quinn | Secretary | Jan 2015 (12y) | Less than 5% | |
| King, Sally, A | Treasurer | Jan 2015 (12y) | Less than 5% | |
| Kenneth Jorma Terpening | Registered representative | CFP | May 2021 (5y) | |
| Michele Marie Martin | Registered representative | May 2021 (5y) | ||
| Sean Bradley Moynahan | Registered representative | CFP | Nov 2021 (5y) | |
| Patricia Marie Walton | Registered representative | Oct 2023 (3y) | ||
| Jolyn Conway Sweet | Registered representative | Apr 2025 (1y) | ||
| Nathaniel Jan King | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/27/2026 | 956 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Brokerage Services $1.1B (100% of AUM) Jan 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 27, 2026.
View current Form ADV (SEC/IAPD) ↗