This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail
- Platforms
- VectorMomentum +more
- Established Date
- 08-20-2020
- Office Locations
- 5
Office Locations
About Knight Family Wealth
Knight Family Wealth is a Florida-based RIA delivering simplified wealth management and a virtual “digital family office” for wealth creators and entrepreneurial families. The firm integrates planning, entity/asset-liability organization, and individualized portfolio management with a focus on liquidity/cash flow and proactive risk management alongside complex holdings (business interests, real estate, private placements/alternatives). Differentiator: independent consolidated third-party reporting to verify and visualize virtually any asset and liability.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BRADLEY RYAN STEVENS
Owner, Wealth Advisor
- CRD
- #6107021
- Ownership
- 75% or more
ASHTON HALEY REL
Advisor, Chief Compliance Officer
- CRD
- #5815265
- Ownership
- 5% but less than 10%
Showing 2 of 2 owners & executives
Unlock allContacts
Henry Basra
--
- CRD
- #7983140
Ashton Rel
Family Wealth Integrator, Advisor
- CRD
- --
Wave momentum
Horizon signal vertex
- CRD
- #50027
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $101,611,220 | -- |
| Non-Discretionary | $1,834,212 | -- |
| Total | $103,445,432 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $103,445,432
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,151,144,421 | 45.8% |
| Equity - Exchange | $2,066,601,628 | 44.0% |
| Cash | $479,075,832 | 10.2% |
| Total | $4,696,821,881 | 100.0% |