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KNOWN WEALTH LLC

NEW YORK, NY · CRD 321745 · IAPD ↗ · knownfin.com · 646-586-9424

$104.9MRegulatory AUM
5Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2026 — KNOWN WEALTH LLC (NEW YORK, NY) left the SEC roster (was $104.9M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2025 — KNOWN WEALTH LLC shrank from 9 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2024 — KNOWN WEALTH LLC reported RAUM up 173% ($30.8M -> $84.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2024 — KNOWN WEALTH LLC grew from 3 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
75
April 2024 — KNOWN WEALTH LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
42
February 2024 — KNOWN WEALTH LLC notice-filed in OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — KNOWN WEALTH LLC added office(s): 0 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
February 2024 — KNOWN WEALTH LLC now reports 1 private fund(s) ($11.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance

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