KING WEALTH ADVISORS, LLC

KING WEALTH ADVISORS, LLC of SAN MATEO, CA is an SEC-registered investment adviser (CRD 281798). Regulatory assets under management: $94.1M.

Registration

• CRD: 281798
• Type: Registered investment adviser
• Location: 1900 SOUTH NORFOLK STREET, SAN MATEO, CA, 94403
• Phone: 650-435-3918
• Latest filing: 2026-01-29
• Regulatory AUM: $94.1M
• Discretionary AUM: $85.0M
• Non-discretionary AUM: $9.1M
• Clients: 2
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 281798 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search