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White Knight Strategic Wealth Advisors, LLC
Filed as WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC
White Knight Strategic Wealth Advisors, LLC is an SEC-registered investment advisory firm in Lawrenceville, NJ, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is White Knight Strategic Wealth Advisors, LLC compensated?
On its Form ADV (Item 5.E, October 2026), White Knight Strategic Wealth Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); performance-based fees.
What does White Knight Strategic Wealth Advisors, LLC's brochure say about its fees?
Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is White Knight Strategic Wealth Advisors, LLC located?
White Knight Strategic Wealth Advisors, LLC's principal office is in Lawrenceville, NJ, according to its Form ADV.
Is White Knight Strategic Wealth Advisors, LLC registered with the SEC or a state?
White Knight Strategic Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302098.
How much does White Knight Strategic Wealth Advisors, LLC manage?
White Knight Strategic Wealth Advisors, LLC reports $207,367,471 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have White Knight Strategic Wealth Advisors, LLC's assets and staff changed since 2021?
In the Form ADV data for White Knight Strategic Wealth Advisors, LLC: Regulatory assets under management: $129,959,397 in the October 2021 data and $207,367,471 in the October 2026 data, up 60%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does White Knight Strategic Wealth Advisors, LLC serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (48).
Which custodians does White Knight Strategic Wealth Advisors, LLC use?
White Knight Strategic Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.
Does White Knight Strategic Wealth Advisors, LLC report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/302098
Does White Knight Strategic Wealth Advisors, LLC state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "WKSWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."
What changed in White Knight Strategic Wealth Advisors, LLC's recent Form ADV filings?
In the April 2026 filing data: Employees performing advisory functions went from 7 to 5. Regulatory assets under management went from $178,586,557 to $207,367,471 (+16%). Registered or notice-filed in PA.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it)
The brochure's wording
WKSWA asset management fees range from 0. 45% to 1.5% per annum of the net market value of a client’s account managed by WKSWA, as shown in the schedule below.
Account minimum: None
The brochure's wording
WKSWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$207,367,471 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2019 (7 years)
- Employees
- Total: 7. Performing investment advisory functions: 5.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
6 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $207,367,471 | 7 | March 31, 2026 |
| October 2025 | $178,586,557 | 7 | March 31, 2025 |
| October 2024 | $153,655,697 | 7 | March 29, 2024 |
| October 2023 | $119,640,884 | 7 | May 16, 2023 |
| October 2022 | $132,455,738 | 7 | March 30, 2022 |
| October 2021 | $129,959,397 | 7 | March 30, 2021 |
Regulatory assets under management: $129,959,397 in the October 2021 data and $207,367,471 in the October 2026 data, up 60%.
Total employees: 7 in October 2021 and 7 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Employees performing advisory functions went from 7 to 5.
- Regulatory assets under management went from $178,586,557 to $207,367,471 (+16%).
- Registered or notice-filed in PA.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. White Knight Strategic Wealth Advisors, LLC (CRD 302098): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098