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KNOWN WEALTH LLC
NEW YORK, NY
646-586-9424
SEC #801-126565Total AUM
$104.9M
Employees
10Clients
5Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
31 HUDSON YARDS
11TH FLOOR
NEW YORK
NY 10001
United States
11TH FLOOR
NEW YORK
NY 10001
United States
Operating Hours
9AM - 5PM ET
Monday - Friday
Monday - Friday
Phone
646-586-9424
Other Offices
1
Financials
Total AUM
$104.9M
Accounts
5Discretionary
$26M
Accounts
3Non-Discretionary
$78.9M
Accounts
2
Clients
HNW Individual Clients
1AUM
$1.1M
Pooled Vehicle Clients
2AUM
$24.8M
Charitable Organization Clients
2AUM
$78.9M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
CAILNY
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.