King Wealth
King Wealth Management Group, LLC is an SEC-registered investment adviser based in Naples, Florida. Founded in 2012, the firm is owned by Lawrence E. King and manages over $931 million in assets as of December 31, 2024. The company provides comprehensive investment management and financial planning services for individuals (including both non-high-net-worth and high-net-worth clients), pension and profit sharing plans, charitable organizations, and select business clients. The firm employs approximately 7-8 professionals and places a strong emphasis on transparency, fiduciary duty, and tailored strategies for each client's needs.
Investment Strategy
King Wealth Management Group employs customized strategies involving individual equity and fixed income securities, ETFs, and to a lesser extent, mutual funds and commodities. They focus on understanding clients’ investment objectives, risk tolerance, and overall financial goals to provide tailored portfolio management. Their approach includes both discretionary and non-discretionary account management, and they emphasize a fiduciary standard, acting solely in the client's best interest. The firm does not engage in performance-based fees nor accept commissions, and provides transparent fee structures. Comprehensive financial planning solutions offered include retirement, estate planning, and wealth transfer, with all strategies designed around individual client requirements.
Top Holdings
Equity Positions (158)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR IVV | 13.77% | $101.5M | 163,446 | $347.81 | $620.90 | +$12.1M |
Q QQQ | INVESCO QQQ TR | 8.96% | $66.1M | 119,740 | $215.75 | $551.64 | +$10.0M |
M MSFT | MICROSOFT CORP | 7.53% | $55.5M | 111,539 | $193.81 | $497.41 | +$12.8M |
S SPY | SPDR S&P 500 ETF TR SPY | 6.14% | $45.3M | 73,288 | $312.19 | $617.85 | +$14.3M |
N NVDA | NVIDIA CORPORATION | 4.62% | $34.0M | 215,471 | $20.70 | $157.99 | +$10.8M |