# White Knight Strategic Wealth Advisors

White Knight Strategic Wealth Advisors is a Bank / Wealth / Trust based in Princeton, NJ, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Princeton, NJ, United States
- **Region:** North America
- **Address:** Princeton, NJ, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** wkswa.com
- **LinkedIn:** https://linkedin.com/company/white-knight-strategic-wealth-advisors

## Regulatory record

- **CRD number:** 302098
- **SEC file number:** 801-116803
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/302098

## About

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. 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, 2026).

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- [Whitcomb & Hess](https://altss.com/profile/whitcomb-hess)
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Last updated: 2026-08-11T02:43:31.692Z

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