Katherine Marie King
Investment adviser representative at Goldman Sachs Wealth Services, L.P.
10 yearsExperience
1 stateRegistered in
$31.7BFirm assets
31 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 assetsHourlySubscriptionFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
10 years in the industry.
- Goldman Sachs Wealth Services, L.P.May 2026 to now
- Goldman Sachs & Co. LLCJan 2026 to now
- Frank, Rimerman + Co.Oct 2021 to Dec 2025
- Full-time EducationMay 2021 to Sep 2021
- Isler CpaJan 2021 to Apr 2021
- Roseburg Forest ProductsJun 2019 to Dec 2020
- Campus Advantage Inc / Ca Student Living Development and ManagemJul 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
Goldman Sachs Wealth Services, L.P.
$31.7BAssets managed
117,699Clients
1,142Advisers
31 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
- 8209985
- Firm CRD
- 106693