CRD: 302098
White Knight Strategic Wealth Advisors, LLC
$207.4M Total AUM
$207.4M Disc. AUM
-- 3Y CAGR
7 Employees
196 ADV. Clients
7 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-13-2019
- Office Locations
- 1
Office Locations
2801 Main Street Lawrenceville NJ
About White Knight Strategic Wealth Advisors, LLC
White Knight Strategic Wealth Advisors is an independent, fee-based fiduciary wealth management firm serving retail and institutional clients. The team provides comprehensive financial and wealth planning, building strategies around each client’s goals and follow-through. Investment implementation is primarily ETF-based, with securities offered through Charles Schwab & Co.
Team overview
58 AVG AGE
$41.5M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
7 yrs AVG TENURE
7 Employees
5 Advisory Reps
5 RIA Reps
7yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
HARPREET SINGH MANGAT
Chief Compliance Officer, Managing Member
- CRD
- #4442530
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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HYDER NIHAL AGHA
Advisor
- CRD
- #4832036
Available
Available
Available
S
SIMMERPAL KAUR BAINS
Private Wealth Advisor
- CRD
- #4238838
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $207,367,471 | $409,817 |
| Non-Discretionary | $0 | -- |
| Total | $207,367,471 | $409,817 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
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Available Other:
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Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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