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| White Knight Strategic Wealth Advisors LLC
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|---|---|
| CRD # | 302098 |
| SEC # | 801-116803 |
| CIK # | 0001904677 |
| AUM | $119.6 MM (2023-03-27) |
| Employees | 7 (100% Investors, 14% Brokers) |
| Phone | 609-945-1772 |
| Address | 100 Canal Pointe Blvd, Suite 121 Princeton, NJ 08540 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| JNJ | 465,600.2 | 0.0 | |
| AAPL | 2,382,844.0 | 0.0 | |
| AMZN | 1,092,997.8 | 0.0 | |
| TSLA | 723,390.3 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| GOOGL | 1,475,138.5 | 0.0 | |
| MELI | 33,501.4 | 0.0 | |
| GOOG | 1,482,566.4 | 0.0 | |
| BX | 69,051.8 | 0.0 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 107 | 24.2 |
| (b) Individuals (high net worth individuals) | 46 | 94.7 |
| (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 | 0.6 |
| (h) Charitable organizations | 0 | 0.2 |
| (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 | 352 | 119.6 |
| By Discretionary | ||
| Discretionary | 334 | 117.4 |
| Non-Discretionary | 18 | 2.2 |
| Total | 352 | 119.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.6 | |
| Total | 352 | 119.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001904677] |
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