# King Wealth Advisors, LLC

> King Wealth Advisors, LLC is a state-registered investment advisory firm in San Mateo, CA, registered since 2015, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 281798
- Filed as: KING WEALTH ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/281798
- AdvisorCensus page: https://advisorcensus.com/firm/king-wealth-advisors-llc-san-mateo-ca-281798

## Quick answers

**How is King Wealth Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), King Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is King Wealth Advisors, LLC located?**
King Wealth Advisors, LLC's principal office is in San Mateo, CA, according to its Form ADV.

**Is King Wealth Advisors, LLC registered with the SEC or a state?**
King Wealth Advisors, LLC is a state-registered investment advisory firm, registered since 2015. Status as filed: APPROVED. CRD 281798.

**How much does King Wealth Advisors, LLC manage?**
King Wealth Advisors, LLC reports $94,146,295 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (90% discretionary).

**What types of clients does King Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (34); high net worth individuals (32).

**Does King Wealth Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/281798

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $94,146,295
- Discretionary: $85,022,245
- Non-discretionary: $9,124,050

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 34 | $18,763,539 |
| High net worth individuals | 32 | $69,388,222 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $5,665,216 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $329,318 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2015 (10 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- alignable.com/SAN-MATEO-CA/KING-WEALTH-ADVISORS
- kingwealthadvisors.com
- Facebook @KINGWEALTHADVISORS
- LinkedIn @matt-king-cfa-92627aba
- X @kingwealthadv

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. King Wealth Advisors, LLC (CRD 281798): Form ADV filing data as of October 2026.