RIA Intelligence

KNOWN WEALTH LLC

CRD #321745 SEC #801-126565 NEW YORK, NY 646-586-9424
SEC Registered
Total AUM
$104.9M
Discretionary
$26M
Employees
10
Clients
1
Accounts
5

AUM Over Time

DateOct 2025
Total AUM$104.9M
Discretionary$26M
Non-Disc.$78.9M
Employees10
Clients0
DateApr 2025
Total AUM$104.9M
Discretionary$26M
Non-Disc.$78.9M
Employees10
Clients0
DateJul 2024
Total AUM$84.3M
Discretionary$34.3M
Non-Disc.$50M
Employees10
Clients0
DateMar 2024
Total AUM$84.3M
Discretionary$34.3M
Non-Disc.$50M
Employees12
Clients0
DateJan 2024
Total AUM$30.8M
Discretionary$24.8M
Non-Disc.$6M
Employees8
Clients0
DateSep 2023
Total AUM$30.8M
Discretionary$24.8M
Non-Disc.$6M
Employees7
Clients0
DateJun 2023
Total AUM$30.8M
Discretionary$24.8M
Non-Disc.$6M
Employees2
Clients0
DateMay 2023
Total AUM$30.8M
Discretionary$24.8M
Non-Disc.$6M
Employees2
Clients0
DateApr 2023
Total AUM$26.8M
Discretionary$25M
Non-Disc.$1.8M
Employees2
Clients0
DateApr 2023
Total AUM$26.8M
Discretionary$25M
Non-Disc.$1.8M
Employees2
Clients0
DateMar 2023
Total AUM$26.8M
Discretionary$25M
Non-Disc.$1.8M
Employees2
Clients0
DateMar 2023
Total AUM$26.8M
Discretionary$25M
Non-Disc.$1.8M
Employees2
Clients0
DateJan 2023
Total AUM$26.8M
Discretionary$25M
Non-Disc.$1.8M
Employees2
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0