RIA Intel›Advisers›New York›KNOWN WEALTH LLC

KNOWN WEALTH LLC

Advisory

N·NEW YORK, NY

Data as of Jul 25, 2024 · Source: SEC Form ADV

Total AUM

$105M

1-Year AUM Growth

+173.4%

3-Year CAGR

+48.9%

Employees

5

Assets Under Management

Total AUM$105M

Discretionary AUM$26M

Non-Discretionary AUM$79M

Discretionary %24.7%

Total Clients5

Team

Total Employees5

Investment Advisers10

Employee Growth (1Y)+200.0%

Filing History

Total Filings on Record15

First FilingAug 15, 2022

Latest FilingJul 25, 2024

🔒 Full AUM trend chart and 15 historical filings spanning 2+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on KNOWN WEALTH LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.