Nathaniel Jan King
Investment adviser representative at King Wealth Management Group, LLC
10 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
10 years in the industry.
- King Wealth Management Group, LLCMay 2026 to now
- Cornell UniversityAug 2024 to now
- Robert Trent Jones Golf CourseSep 2025 to Apr 2026
- Albany AcademySep 2022 to Jun 2024
- Schuylerville Central SchoolJun 2016 to Jun 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8298565
- Firm CRD
- 159550