RIA Intel›Advisers›California›KING WEALTH ADVISORS, LLC

KING WEALTH ADVISORS, LLC

Advisory

SAN MATEO, CA

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in CA

#2,860

of 5,480 advisers by AUM

Average account

$554K

across 170 accounts

AUM per adviser

$94M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$94M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$94M

Discretionary AUM$85M

Non-Discretionary AUM$9M

Discretionary %90.3%

Total Clients66

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

32 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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CYPRESS PRAXIS, LLC

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