Michele Marie Martin
Investment adviser representative at King Wealth Management Group, LLC
5 yearsExperience
1 stateRegistered in
$1.1BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
5 years in the industry.
- King Wealth Management Group, LLCFeb 2013 to now
- Purshe Kaplan Sterling InvestmentsFeb 2013 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (NY).
King Wealth Management Group, LLC
$1.1BAssets managed
719Clients
9Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2204947
- Firm CRD
- 159550