Overview
Assets Under Management: $84 million
Headquarters: NEW YORK, NY
Frequently Asked Questions
KNOWN WEALTH LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #321745), KNOWN WEALTH LLC is subject to fiduciary duty under federal law.
KNOWN WEALTH LLC is headquartered in NEW YORK, NY.
According to their SEC Form ADV, KNOWN WEALTH LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
KNOWN WEALTH LLC manages $84 million in client assets according to their SEC filing dated July 25, 2024.
According to their SEC Form ADV, KNOWN WEALTH LLC serves high-net-worth individuals, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.77%
Total Client Accounts: 5
Discretionary Accounts: 4
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 321745
Filing ID: 1890542
Last Filing Date: 2024-07-25 19:25:00