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King Wealth Management Group
Founded in 2012, King Wealth Management Group operates as a registered investment adviser based in Naples, Florida. The firm advises individuals, trusts,...
King Wealth Management Group
Founded in 2012, King Wealth Management Group operates as a registered investment adviser based in Naples, Florida. The firm advises individuals, trusts, estates, and business entities, constructing customized portfolios that span public and private market exposures. Its founding principals established the firm to serve a client base concentrated in the southeastern United States, giving it a regional footprint distinct from the wirehouse advisory models dominating Florida's wealth corridors. The firm's investment posture combines traditional asset allocation — including domestic and international equities, taxable and municipal fixed income, and real estate investment trusts — with allocations to private alternative strategies. King Wealth Management Group constructs client portfolios using a mix of direct securities, separately managed accounts, and third-party fund commitments. The firm's geographic focus centers on high-net-worth families in Naples and the broader southwestern Florida market, with service extended to clients maintaining seasonal residences across the Northeast and Midwest. The firm is structured as a boutique advisory practice with a lean team delivering financial planning alongside discretionary portfolio management. Its operations remain concentrated in a single office, emphasizing an in-person service model rather than distributed advisory coverage. The firm's latest ADV filings indicate continuity in its core offering: fee-based advisory services without proprietary fund products or in-house alternative asset manufacturing. King Wealth Management Group's structural differentiator lies in its independence. The firm is not affiliated with a bank holding company, insurance carrier, or broker-dealer network — a posture that eliminates product-distribution conflicts inherent in larger wealth platforms. This independent RIA structure governs both asset selection and fee disclosure, with the firm's compensation derived directly from client advisory fees rather than commissions or revenue-sharing agreements.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Naples
Corporate office
Naples, FL, United States
Frequently asked questions
Who runs investment decisions at King Wealth Management Group?
The firm's Form ADV filings list the principals responsible for portfolio management and advisory decisions, though the firm does not widely publicize individual investment committee members. As a small advisory practice, investment decisions are likely centralized among the founding principals who oversee research, allocation, and client-portfolio construction directly.
Is King Wealth Management Group structured as a family office or a traditional RIA?
The firm operates as a registered investment adviser, not a single-family office. It serves multiple unrelated clients — individuals, trusts, estates, and business entities — charging asset-based advisory fees. This structure places it in the category of independent RIAs rather than a dedicated family-office vehicle managing a single fortune.
Does King Wealth Management Group participate in fund commitments or only direct securities?
The firm's investment approach includes both direct securities and third-party fund commitments. Client portfolios incorporate separately managed accounts for public-market exposure alongside allocations to private alternative strategies accessed through external fund managers, giving the firm flexibility across liquid and illiquid asset classes.
Which investor segments does King Wealth Management Group typically target?
The firm advises high-net-worth individuals, trusts, estates, and privately held business entities. Its client base is concentrated in southwestern Florida, with ancillary relationships extending to seasonal residents from the Northeast and Midwest, reflecting Naples' demographic profile as a destination for retirement and second-home wealth.
Does King Wealth Management Group have any affiliation with a bank, broker-dealer, or insurance company?
No. The firm operates as an independent RIA without affiliation to a bank holding company, insurance carrier, or broker-dealer network. This independence eliminates product-distribution conflicts, aligning the firm's advisory fees directly with client outcomes rather than commission-based compensation structures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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