King Wealth Advisors, LLC

King Wealth Advisors is a small independent advisory firm serving individuals, couples, families, high‑net‑worth clients, retirement plans, trusts, estates, charitable organizations and business entities. It offers discretionary investment management as its primary service and also provides standalone financial planning and consulting engagements upon client request.

The firm emphasizes portfolio construction using mutual funds and ETFs rather than routine trading of individual stocks or bonds, applying a selection process for equity funds that incorporates momentum and value factors and choosing fixed‑income funds based on the manager’s assessment of economic and interest‑rate conditions. Its analytic toolkit includes fundamental, technical, cyclical and charting methods, and clients select among Growth, Growth & Income, or Fixed Income approaches with flexibility to shift allocations for capital preservation in stressed markets.

Noteworthy features relative to many peers include a compact, hands‑on advisory team that includes a CFA charterholder and continuous account monitoring, plus willingness to advise on client‑specific positions such as employee equity, restricted stock, warrants and options in privately held companies. The firm does not accept sales commissions or participate in wrap programs, recommends particular custodial arrangements for certain assets (for example, a specific provider for 529 plans), and forwards proxy solicitations to clients rather than voting them on clients’ behalf.