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KNIGHT AND COMPANY WEALTH ADVISORS, LLC
CRD 171840
307 RAY STREET, PLEASANTON, CA, 94566, United States
Phone
408-267-3105
Fax
844-788-4499
Registration
— (—)
Source
State registered
Total AUM
$56.9M
Discretionary AUM
$56.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-14
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 24 | $16.0M |
| High net worth individuals | 13 | $38.3M |
All web addresses on file
Official SEC filing: View on IAPD