{
  "crd_number": 302098,
  "slug": "white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098",
  "primary_business_name": "WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC",
  "legal_name": "WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC",
  "dbas": [],
  "city": "Lawrenceville",
  "state": "NJ",
  "country": "United States",
  "cbsa_code": "45940",
  "metro": {
    "cbsa_code": "45940",
    "common_name": "Trenton",
    "msa_name": "Trenton-Princeton, NJ",
    "path": "/advisors/nj/trenton"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2019-06-13",
  "years_registered": 7,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 207367471.0,
  "raum_discretionary": 207367471.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28981212.0,
      "count": 148
    },
    "high_net_worth_individuals": {
      "raum": 178386259.0,
      "count": 48
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "NJ",
    "NY",
    "OH",
    "PA",
    "TX"
  ],
  "websites": [
    "https://wkswa.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302098",
  "city_as_filed": "LAWRENCEVILLE",
  "url": "https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098",
  "display_name": "White Knight Strategic Wealth Advisors, LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. White Knight Strategic Wealth Advisors, LLC (CRD 302098): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is White Knight Strategic Wealth Advisors, LLC compensated?",
      "a": "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."
    },
    {
      "q": "How much does White Knight Strategic Wealth Advisors, LLC charge?",
      "a": "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); Flat fee: $2,000 to $10,000 a year (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is White Knight Strategic Wealth Advisors, LLC located?",
      "a": "White Knight Strategic Wealth Advisors, LLC's principal office is in Lawrenceville, NJ, according to its Form ADV."
    },
    {
      "q": "Is White Knight Strategic Wealth Advisors, LLC registered with the SEC or a state?",
      "a": "White Knight Strategic Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 302098."
    },
    {
      "q": "How much does White Knight Strategic Wealth Advisors, LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have White Knight Strategic Wealth Advisors, LLC's assets and staff changed since 2021?",
      "a": "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."
    },
    {
      "q": "What types of clients does White Knight Strategic Wealth Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (148); high net worth individuals (48)."
    },
    {
      "q": "Which custodians does White Knight Strategic Wealth Advisors, LLC use?",
      "a": "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."
    },
    {
      "q": "Does White Knight Strategic Wealth Advisors, LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does White Knight Strategic Wealth Advisors, LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in White Knight Strategic Wealth Advisors, LLC's recent Form ADV filings?",
      "a": "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."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 129959397.0,
      "total_employees": 7,
      "filing_date": "2021-03-30"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 132455738.0,
      "total_employees": 7,
      "filing_date": "2022-03-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 119640884.0,
      "total_employees": 7,
      "filing_date": "2023-05-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 153655697.0,
      "total_employees": 7,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 178586557.0,
      "total_employees": 7,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 207367471.0,
      "total_employees": 7,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "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."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.45% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $2,000 to $10,000 a year (financial planning services)"
    ],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.45% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "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."
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "WKSWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $2,000 to $10,000 a year (financial planning services)"
        ],
        "quotes": [
          "Clients who are engaging WKSWA for financial planning services will do so on an annual fixed-fee basis. Fixed fees generally range from $2,000 to $10,000 per year."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.45,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 2000.0,
          "max": 10000.0,
          "period": "annual",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "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.",
      "WKSWA does not impose a stated minimum fee or minimum portfolio value for starting or maintaining an investment advisory relationship.",
      "Clients who are engaging WKSWA for financial planning services will do so on an annual fixed-fee basis. Fixed fees generally range from $2,000 to $10,000 per year."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/white-knight-strategic-wealth-advisors-llc-lawrenceville-nj-302098.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 148,
      "fewer_than_5": false,
      "raum": 28981212.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 48,
      "fewer_than_5": false,
      "raum": 178386259.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/302098",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}