Hedge Fund Database

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

Adviser information for WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location New Jersey, United States

Employees

Total Number of Employees 7
Investment Advisory/Research 7
Registered Broker-Dealer Representatives 1
Registered State Investment Advisers 7
Licensed Agents of an Insurance Company 1
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 519 $153.4M
Non-Discretionary 5 $244,104
Total 524 $153.7M

Clients

Type Number RAUM
Individuals 127 $34.4M
HNW Individuals 44 $118.2M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans <5 $886,647
Charitable organizations <5 $159,727
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 51-100

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation % of AUMFixed feesPerformance-based fees
Other Business Activities Registered representative of a broker-dealerInsurance broker or agent

Identifiers

SEC RIA File Number 801-116803
SEC ERA File Number 801-116803
SEC CIK Numbers 1904677
SEC CRD Numbers 302098
Legal Entity Identifier None

Principal Office

100 CANAL POINTE BLVD.
SUITE 114F
PRINCETON
NJ
United States
Monday - Friday, 9:00AM TO 5:00PM
Tel: 609-945-1772, Fax: None

Websites

www.wkswa.com

Chief Compliance Officer

HARPREET MANGAT
MANAGING MEMBER
100 CANAL POINTE BLVD.
SUITE 114F
PRINCETON
NJ
United States
Tel: 609-945-1772
(Full email address available in API data)

Regulatory Contact

JORDAN GREEN
COUNSEL
100 CANAL POINTE BLVD.
SUITE 114F
PRINCETON
NJ
United States
Tel: 6098810101
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
MANGAT, HARPREET, SINGH Individual – MANAGING MEMBER, CCO 07/2019 > 75%

No. Employees, Historic

105020192020202120222023202420251 on 5/16/20198 on 7/19/20198 on 7/19/20198 on 8/8/20198 on 11/14/20197 on 3/27/20207 on 6/30/20207 on 10/13/20207 on 3/30/20217 on 3/30/20227 on 3/27/20237 on 5/16/20237 on 5/16/20237 on 3/29/2024

RAUM, Historic

200M100M020192020202120222023202420250 on 5/16/20190 on 7/19/20190 on 7/19/20190 on 8/8/2019101233000 on 11/14/201998107340 on 3/27/202098107340 on 6/30/202098107340 on 10/13/2020129959397 on 3/30/2021132455738 on 3/30/2022119640884 on 3/27/2023119640884 on 5/16/2023119640884 on 5/16/2023153655697 on 3/29/2024

No. Clients, Historic

300150020192020202120222023202420250 on 5/16/20190 on 7/19/20190 on 7/19/20190 on 8/8/2019216 on 11/14/2019141 on 3/27/2020141 on 6/30/2020141 on 10/13/2020167 on 3/30/2021152 on 3/30/2022153 on 3/27/2023153 on 5/16/2023153 on 5/16/2023171 on 3/29/2024

Holdings

From latest 13F, filed August 14th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
AMN HEALTHCARE SVCS INC COM 710K 14K –
ARK ETF TR INNOVATION ETF 1M 25K –
ARK ETF TR NEXT GNRTN INTER 624K 8K –
ADVANCED MICRO DEVICES INC COM 632K 4K –
ALPHABET INC CAP STK CL C 2M 14K –
ALPHABET INC CAP STK CL A 3M 17K –
AMAZON COM INC COM 5M 27K –
AMERICAN EXPRESS CO COM 441K 2K –
AMGEN INC COM 836K 3K –
APPLE INC COM 5M 22K –
BAXTER INTL INC COM 438K 13K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 18M 45K –
BITWISE BITCOIN ETF TR SHS BEN INT 3M 93K –
BLACKROCK INC COM 219K 278 –
BLACKSTONE INC COM 2M 17K –
BRISTOL-MYERS SQUIBB CO COM 288K 7K –
BROADCOM INC COM 613K 382 –
CVS HEALTH CORP COM 211K 4K –
CLOROX CO DEL COM 298K 2K –
COSTCO WHSL CORP NEW COM 851K 1K –
CROWN CASTLE INC COM 526K 5K –
DEVON ENERGY CORP NEW COM 825K 17K –
DUKE ENERGY CORP NEW COM NEW 372K 4K –
EDWARDS LIFESCIENCES CORP COM 247K 3K –
ENBRIDGE INC COM 879K 25K –
EXCHANGE TRADED CONCEPTS TRU EMQQ EM INTERN 1M 33K –
META PLATFORMS INC CL A 227K 450 –
FIRST TR VALUE LINE DIVID IN SHS 343K 8K –
FLEXSHARES TR QLT DIV DEF IDX 285K 4K –
GRAYSCALE BITCOIN TR BTC SHS REP COM UT 1M 24K –
HOME DEPOT INC COM 882K 3K –
INTERNATIONAL BUSINESS MACHS COM 288K 2K –
INVESCO QQQ TR UNIT SER 1 341K 712 –
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 1M 15K –
ISHARES TR RUS MD CP GR ETF 588K 5K –
ISHARES TR COHEN STEER REIT 797K 14K –
ISHARES TR CORE S&P SCP ETF 2M 17K –
JOHNSON & JOHNSON COM 4M 29K –
KRAFT HEINZ CO COM 377K 12K –
LAM RESEARCH CORP COM 2M 2K –
LOCKHEED MARTIN CORP COM 770K 2K –
MASTERCARD INCORPORATED CL A 719K 2K –
MERCADOLIBRE INC COM 1M 846 –
MICROSOFT CORP COM 4M 8K –
NEWMONT CORP COM 250K 6K –
NISOURCE INC COM 284K 10K –
NVIDIA CORPORATION COM 6M 48K –
PACER FDS TR LUNT LRG CP ALTR 248K 7K –
PACER FDS TR US CASH COWS 100 1M 26K –
PAYPAL HLDGS INC COM 319K 6K –
PFIZER INC COM 430K 15K –
PROLOGIS INC. COM 413K 4K –
QUALCOMM INC COM 348K 2K –
SPDR S&P 500 ETF TR TR UNIT 2M 3K –
SPDR DOW JONES INDL AVERAGE UT SER 1 749K 2K –
SALESFORCE INC COM 345K 1K –
SCHWAB STRATEGIC TR US MID-CAP ETF 314K 4K –
SCHWAB STRATEGIC TR US DIVIDEND EQ 2M 28K –
SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B 607K 15K –
BLOCK INC CL A 398K 6K –
TESLA INC COM 3M 17K –
3M CO COM 423K 4K –
UNILEVER PLC SPON ADR NEW 334K 6K –
UNITED PARCEL SERVICE INC CL B 279K 2K –
UNITEDHEALTH GROUP INC COM 671K 1K –
VALE S A SPONSORED ADS 247K 22K –
VANECK ETF TRUST MRNGSTR WDE MOAT 3M 30K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 212K 1K –
VANGUARD INDEX FDS S&P 500 ETF SHS 400K 799 –
VANGUARD INDEX FDS GROWTH ETF 2M 5K –
VERIZON COMMUNICATIONS INC COM 272K 7K –
VISA INC COM CL A 1M 5K –
WALMART INC COM 233K 3K –
ICON PLC SHS 254K 810 –
JOHNSON CTLS INTL PLC SHS 265K 4K –
CRISPR THERAPEUTICS AG NAMEN AKT 250K 5K –