Nathaniel Jan King
Financial advisor at King Wealth Management Group, LLC · Saratoga Springs, NY
Last updated 2026-10-10
Claim your profileNathaniel Jan King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY, CRD 8298565. Licenses and exams on the registration: Series 65. IAPD registration began 2026-06-18.
Registration
- CRD number
- 8298565
- Registration status
- Active
- IAPD registration
- 2026-06-18
- Industry Experience
- 0 years
- Work Experience
- 10 years
- States registered
- NY
Licenses and exams
- Series 65
Work history
- 2024-08 to Present · Cornell University · Ithaca, NY
- 2026-05 to Present · King Wealth Management Group, LLC · Saratoga Springs, NY
- 2025-09 to 2026-04 · Robert Trent Jones Golf Course · Ithaca, NY
- 2022-09 to 2024-06 · Albany Academy · Albany, NY
- 2016-06 to 2022-06 · Schuylerville Central School · Schuylerville, NY
Current employment
- King Wealth Management Group, LLC · Saratoga Springs, NY
King Wealth Management Group, LLC
- Regulatory AUM
- $1,084,132,315
- Registered advisors
- 9
- Offices
- 5
- Clients per advisor
- 79.9 (Moderate)
- Average AUM per client
- $1.5M (Low)
- High-net-worth client ratio
- 34.5% (Moderate)
King Wealth Management Group, LLC: advisors, services and reported ETF investments
About
Nathaniel Jan King is a financial advisor at King Wealth Management Group, LLC in Saratoga Springs, NY. Reported securities licenses include Series 65. The latest record indicates less than 1 year of industry experience and 10 years of reported work history. Reported roles include Cornell University, Robert Trent Jones Golf Course, Albany Academy, Schuylerville Central School.
SEC disclosures list additional business and community activities: Farm Laborer Providing Livestock Care At King'S Ransom Farm: Not investment-related; Mr.
King Wealth Management Group, LLC's firm-level Form ADV reports 9 advisors across 5 offices; approximately 79.9 clients per advisor, average assets per client of $1,507,834, and regulatory AUM of $1.1B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, Corporations or other businesses; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $459.4K across 52 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Nathaniel Jan King personally.
Reported ETF positions
King Wealth Management Group reports 52 ETF positions worth $459.4K on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $131.2K |
| QQQ — Invesco QQQ Trust, Series 1 | $88.8K |
| SPY — SPDR S&P 500 ETF TRUST | $60.1K |
| IJH — iShares Core S&P Mid-Cap ETF | $32.1K |
| IJR — iShares Core S&P Small-Cap ETF | $30.9K |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
King Wealth Management Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | FELC — Fidelity Enhanced Large Cap Core ETF | $287 | Top 99.6% | Peer conviction 77.5% · Active return +3.45% |
| Addressable Market | IVV — iShares Core S&P 500 ETF | $131.2K | Top 99.6% | Addressable AUM $10.8T · Peer conviction 74.5% |
| Residual Alpha | OEF — iShares S&P 100 Fund | $542 | Top 98.9% | Residual alpha +1.31% · Residual Sharpe 0.08 |
| Diversification Benefits | PPA — Invesco Aerospace & Defense ETF | $563 | Top 93.4% | Replicability (R²) 73.8% · Residual Sharpe 0.07 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by King Wealth Management Group, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Businesses or Institutional Clients
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Location
270 West Circular Street, Saratoga Springs, NY 12866
6 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 518-306-5640
- Website: kingwealthmanagementgroup.com
Official record
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