White Knight Strategic Wealth Advisors, LLC

EST. AUM
$207,367,471

CONTACTS

CLIENT ACCOUNTS
506

Firm Details

Metro area Princeton
CRD Number 302098
Website wkswa.com
Client types

Overview

White Knight Strategic Wealth Advisors, LLC (WKSWA) is an independent, SEC-registered investment adviser (RIA) headquartered in Princeton, New Jersey. Founded in July 2019 by Managing Member Harpreet S. Mangat, the boutique wealth advisory practice operates under a strict 100% fiduciary standard of care, ensuring client goals remain entirely uncompromised. The firm provides a high-touch suite of financial services spanning cash-flow engineering, proactive tax reduction mapping, multi-scenario lifestyle retirement tracks, comprehensive insurance risk analytics, and cross-generational estate coordinate tracking. WKSWA primarily guides individual retail savers, mass-affluent professionals, charitable organizations, and high-net-worth families. Free from corporate wirehouse sales targets or high-fee product pushes, the firm provides discretionary portfolio management using an objective, fee-based framework tailored to each client's specific risk profile, primarily utilizing Charles Schwab & Co. for back-office clearing and custodial protection. Their underlying investment framework rejects speculative trading trends, creating diversified asset allocation configurations built upon high-quality liquid individual equities, corporate or sovereign fixed income, and institutional exchange-traded funds (ETFs) optimized to buffer down-market macro volatility.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

White Knight Strategic Wealth Advisors, LLC

Platform Details

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