Bank / Wealth / TrustRIA · CRD 302098SEC-Registered

Updated:

White Knight Strategic Wealth Advisors

White Knight Strategic Wealth Advisors was established in 2019 and operates as a registered investment adviser based in Princeton, New Jersey.

White Knight Strategic Wealth Advisors logo

White Knight Strategic Wealth Advisors

White Knight Strategic Wealth Advisors was established in 2019 and operates as a registered investment adviser based in Princeton, New Jersey. The firm serves a broad client base that includes individuals, high-net-worth families, trusts, non-profit organizations, pension plans, and businesses. Its founding as a fee-based RIA places it among the independent advisory practices that prioritize fiduciary duty over commission-based product sales. The firm's service model integrates investment advisory and management with financial planning, asset management, retirement planning, and estate planning. This bundling suggests a holistic, goals-based approach rather than a single-strategy focus. However, specific asset-class allocations, investment strategies, or named portfolio holdings are not publicly disclosed. The lack of published strategy documentation limits visibility into whether the firm leans toward active or passive management, in-house or third-party manager selection, or direct alternatives exposure. No information is publicly available about the firm's assets under management, its number of clients, or its internal team structure. The firm's website was not accessible for this review, and no detailed records of its leadership, advisor headcount, or geographic reach beyond its Princeton headquarters exist in public databases or regulatory filings that could be verified. As a younger RIA operating with limited public disclosure, the firm's primary structural differentiator lies in its multi-client, fiduciary posture registered with the SEC or state securities regulators. Unlike single-family offices, it serves an open client base across multiple constituencies, including non-profits and pensions, under a unified advisory framework. This structure introduces a regulatory oversight layer absent in unregistered family offices, but the firm's specific compliance history, fee schedules, and client-advisor ratios remain unknown (per public record, 2026).

General information

Firm type

Bank / Wealth / Trust

Year founded

2019

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Lawrenceville

Corporate office

Princeton, NJ, United States

Frequently asked questions

What is White Knight Strategic Wealth Advisors?

White Knight Strategic Wealth Advisors is a bank / wealth / trust headquartered in Lawrenceville, United States.

When was White Knight Strategic Wealth Advisors founded?

White Knight Strategic Wealth Advisors was founded in 2019.

Where is White Knight Strategic Wealth Advisors headquartered?

White Knight Strategic Wealth Advisors is headquartered in Lawrenceville, United States, in the North America region.

What is White Knight Strategic Wealth Advisors's assets under management?

White Knight Strategic Wealth Advisors reports approximately Undisclosed in assets under management, as tracked by Altss.

What does Altss track for White Knight Strategic Wealth Advisors?

Altss maintains an OSINT-verified profile of White Knight Strategic Wealth Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.

What is White Knight Strategic Wealth Advisors's website?

White Knight Strategic Wealth Advisors's public website is wkswa.com. Verified contact details for principals and decision-makers are available to Altss subscribers.

What type of firm is White Knight Strategic Wealth Advisors?

White Knight Strategic Wealth Advisors is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.

How does Altss source intelligence on White Knight Strategic Wealth Advisors?

Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.

When was White Knight Strategic Wealth Advisors's Altss profile last updated?

White Knight Strategic Wealth Advisors's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.

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 Lawrenceville Bank / Wealth / Trust profiles