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WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

LAWRENCEVILLE, NJ · CRD 302098 · IAPD ↗ · wkswa.com · 609-945-1772

$207.4MRegulatory AUM
5Advisory reps
7Employees
0Clients
51-100Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
April 2026 — WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2026 — WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC moved its main office from PRINCETON, NJ to LAWRENCEVILLE, NJ.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
50
April 2026 — WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
60
April 2024 — WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC reported RAUM up 28% ($119.6M -> $153.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.