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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Harbor ridgeSignal
- Established Date
- 06-28-2024
- Office Locations
- 1
Office Locations
About Polaris Wealth Partners
Polaris Wealth Partners, LLC is a Denver-based, Colorado-registered independent RIA providing investment management and ongoing financial planning, including retirement, tax planning, insurance analysis, estate/legacy planning, and cash-flow guidance. Clients work directly with founder James McKnight (CFA, CFP) in a fiduciary, bespoke process. Portfolios are implemented largely with ETFs and public funds, with custody available through platforms such as Altruist and Charles Schwab.
Team overview
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Fund Managers
Investment Themes
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Services
Technology
Owner & Executives
JAMES HARPER MCKNIGHT III
Chief Compliance Officer, FOUNDER
- CRD
- #5232661
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,374,630 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,374,630 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,374,630
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $43,305,888 | 12.6% |
| Cash | $116,169,762 | 33.8% |
| U.S. Government/Agency | $105,858,836 | 30.8% |
| Public Funds | $78,363,035 | 22.8% |
| Total | $343,697,521 | 100.0% |