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WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
CRD 302098 · SEC 801-116803
2801 MAIN STREET, LAWRENCEVILLE, NJ, 08648, United States
Phone
609-945-1772
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$207.4M
Discretionary AUM
$207.4M
Team
7 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 148 | $29.0M |
| High net worth individuals | 48 | $178.4M |
States served
NJ, NY, OH, PA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD