|
⚲
|
| Keyboard |
| White Knight Strategic Wealth Advisors LLC
✚
|
|
|---|---|
| CRD # | 302098 |
| SEC # | 801-116803 |
| CIK # | 0001904677 |
| AUM | 207.4 M (2026-03-31) |
| Employees | 7 (71% Investors, 14% Brokers) |
| Fees | |
| Minimum | |
| Phone | 609-945-1772 |
| Address | 2801 Main Street Lawrenceville, NJ 08648 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 7.8 | ||
| Tesla Motors Inc | 6.4 | ||
| Johnson & Johnson | 6.3 | ||
| Apple Inc | 5.1 | ||
| Amazon Com Inc | 4.9 | ||
| Alphabet Inc | 4.0 | ||
| Alphabet Inc | 3.8 | ||
| Bitwise Bitcoin ETF | 3.4 | ||
| Microsoft Corp | 3.0 | ||
| Lam Research Corp | 2.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 29.0 |
| (b) Individuals (high net worth individuals) | 48 | 178.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 506 | 207.4 |
| By Discretionary | ||
| Discretionary | 506 | 207.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 506 | 207.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 207.4 | |
| Total | 506 | 207.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001904677] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Fairscale Capital LLC
✚
|
NH | 207.8 M |
|
Orographic Financial Advisors LLC
✚
|
207.7 M | |
|
L & W Financial LLC
✚
|
TX | 207.5 M |
|
PrairieView Wealth Partners LLC
✚
|
IL | 207.5 M |
|
Counterweight Ventures LLC
✚
|
NC | 207.2 M |
|
FFO Investments LLC
✚
|
FL | 207.1 M |
|
Purtill Financial LLC
✚
|
OH | 207.1 M |
|
Lake Hills Wealth Management LLC
✚
|
TX | 206.9 M |
|
Kenneth Frenke & Co Inc
✚
|
NC | 206.5 M |
|
Glasgow & Associates LLC
✚
|
NC | 206.5 M |