LAWRENCEVILLE, NJCRD 302098Latest ADV March 31, 2026
White Knight Strategic Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lawrenceville, NJ. Its latest Form ADV filing, dated March 31, 2026, reports $207M in regulatory assets under management, 7 employees, and 506 accounts.
Assets Under Management
$207M
Employees
7
Offices
--
Total Clients
196
Primary office
LAWRENCEVILLE, NJ
2801 MAIN STREET, LAWRENCEVILLE, NJ, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 75.5% of total clients.
Top client categories% of clientsClients
1
Individuals
75.5%
148
2
HNWI
24.5%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$207Mas of March 31, 2026
Discretionary100.0%
$207M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$207M
Total Accounts506
10Y AUM Change+$207M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee28:1
10Y Employee Change+6 (+600.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.