RIA · CRD 282437SEC-Registered

Updated:

Lamberson Knight Wealth Management LLC

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee...

Lamberson Knight Wealth Management LLC

LAMBERSON KNIGHT WEALTH MANAGEMENT LLC is an SEC-registered investment adviser with $8 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single investment adviser.

General information

Firm type

RIA

Year founded

AUM

Undisclosed

Location

Region

Country

City

Corporate office

Frequently asked questions

What is the investment philosophy of Lamberson Knight Wealth Management LLC?

The firm's investment philosophy is not publicly disclosed. As a registered investment advisor, it likely follows a fiduciary standard, but no specific approach—such as value, growth, or factor-based—is documented in public records.

Is Lamberson Knight Wealth Management LLC a fee-only or commission-based advisor?

The firm's compensation model is not specified in public sources. RIA fee structures can include fee-only, fee-based, or commission-based options, but without a website or regulatory filing, the exact model is unknown.

Who are the principals or key executives at Lamberson Knight Wealth Management LLC?

No principals or executives are named in public records. The firm's ownership and leadership team are not disclosed.

How does Lamberson Knight Wealth Management LLC source its clients?

The client acquisition approach is not publicly detailed. The firm may rely on referrals, local networking, or professional introductions, as is common for boutique RIAs.

What is the client minimum at Lamberson Knight Wealth Management LLC?

No minimum asset requirement is publicly available. The firm's target clientele is unclear from available data.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles