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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Oct 31, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
CASSELBERRY, JAMES, ARTHURICHIEF EXECUTIVE OFFICERNA Control
CASSELBERRY, JAMES, ARTHURICHIEF EXECUTIVE OFFICERNA Control
Molina, Nathalie, MelissaIPRESIDENTNA Control
Molina, Nathalie, MelissaIPRESIDENTNA Control
Molina, Nathalie, MelissaIPRESIDENTNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
NEWSOME, HOPE, LYNEEICHIEF COMPLIANCE OFFICERNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
Red-Horse, Valerie, Rochelle Little StarIPRESIDENTNA Control
SHAH, USHIR, NARESHICFO & CTONA Control
SHAH, USHIR, NARESHICFO & CTONA Control
SHAH, USHIR, NARESHICFO & CTONA Control
SHAH, USHIR, NARESHICFO & CTONA Control
KNOWN FINANCIAL LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN FINANCIAL LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN FINANCIAL LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN FINANCIAL LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control
KNOWN HOLDINGS LLCDESOLE MEMBER OF REGISTRANTE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KNOWN HOLDINGS LLCDEKNOWN FINANCIAL LLCE Control
KNOWN HOLDINGS LLCDEKNOWN FINANCIAL LLCE Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
CASSELBERRY, JAMES, ARTHURIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina Nino, NathalieIKNOWN HOLDINGS LLCC Control
Molina, Nathalie, MelissaIKNOWN HOLDINGS LLCC Control
Molina, Nathalie, MelissaIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
Red-Horse, Valerie, Rochelle Little StarIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control
SHAH, USHIR, NARESHIKNOWN HOLDINGS LLCC Control

Registrations

Federal

IA
Oct 31, 2025 REGISTERED

Notice Filings (4)

CA IL NY OR

Address

31 HUDSON YARDS
11TH FLOOR
NEW YORK, NY 10001
United States
Phone: 646-586-9424