WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
Firm details
- Headquarters
- LAWRENCEVILLE, New Jersey
- CRD number
- 302098
- Registered since
- June 13, 2019
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees
- Client types
- HNWI86.02%
- Individuals13.98%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
White Knight Strategic Wealth Advisors, LLC is an independent, individual-owned RIA that registered with the SEC in 2019. The firm serves primarily individual and family clients and offers financial planning and portfolio management for individuals and small businesses. It operates with multiple fee arrangements—percentage of AUM, fixed fees, and performance-based fees—and also conducts business as a registered representative of a broker-dealer and as an insurance broker. The adviser reports a clear equity preference and does not describe itself as an active ESG investor. It is not a multi-state adviser, not a pension consultant, and is not identified as a capital allocator or a related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities84%
- Public Funds/Mutual Funds6%
- Other4%
- US Government Bonds2%
- Cash & Cash Equivalents2%
Contacts
3 of 7KARAMJEET MANGAT
Private Wealth AdvisorCRD 1104811
SIMMERPAL BAINS
Private Wealth AdvisorCRD 4238838
HARPREET MANGAT
Managing DirectorCRD 4442530
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 29Active vs passive
$26.7M in ETFs
88%
$23.5M
12%
$3.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| BITWISE BITCOIN ETF (BITB) | Bitwise | Passive | Digital Assets | $3.4M | 92,509 | 12.75% |
Location
LAWRENCEVILLE, NJ
MERCER
Location
LAWRENCEVILLE, NJ
Headquartered in LAWRENCEVILLE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- MERCER
- Address
- 2801 Main St
- Time zone
- ET (UTC-5)
- Office locations
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