KING WEALTH ADVISORS, LLC

Overview

King Wealth Advisors, LLC is an independent registered investment adviser focused on serving individual and family clients and small-business owners. The firm provides financial planning and discretionary portfolio management as its core activities and charges a mix of percentage-of-AUM, hourly, and fixed fees. Investment activity centers on pooled public funds and mutual funds as the primary vehicle for client portfolios, supplemented by targeted allocations to third‑party alternative managers in real assets and commodity-related strategies. The firm’s structure and custodial choices indicate a preference for scalable, outsourced investment solutions rather than heavy in‑house security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices