White Knight Strategic Wealth Advisors, LLC
White Knight Strategic Wealth Advisors, LLC (WKSWA) is an independent, SEC-registered investment advisory firm headquartered in Princeton, NJ. Founded in July 2019 by Harpreet S. Mangat, the firm employs about 7 professionals and serves primarily individuals and high net worth individuals, as well as pension and profit sharing plans and charitable organizations. WKSWA offers personalized financial planning, portfolio management, and holistic financial solutions, tailoring strategies to each client's specific goals and circumstances. As a fee-based adviser, WKSWA operates under a fiduciary duty, providing transparent guidance and never taking commissions for product recommendations.
Investment Strategy
White Knight Strategic Wealth Advisors, LLC employs a client-centric investment strategy, focusing on comprehensive financial planning and customized portfolio management. The firm builds tailored portfolios for individuals and small businesses, taking into account each client's risk tolerance, financial goals, and specific circumstances. Their approach emphasizes diversification across assets—including equities, ETFs, and fixed income—and incorporates regular check-ins to adjust strategies as client needs evolve. As a fiduciary, WKSWA prioritizes transparent advice, fee-based services, long-term planning, and risk management across retirement, estate, and tax strategies.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BRK-B | BERKSHIRE HATHAWAY INC DEL | 18.28% | $21.5M | 44,230 | $375.78 | $485.77 | -$2.2M |
N NVDA | NVIDIA CORPORATION | 6.94% | $8.2M | 51,622 | $84.12 | $157.99 | +$2.3M |
B BITB | BITWISE BITCOIN ETF TR | 4.74% | $5.6M | 95,008 | $43.95 | $58.59 | +$1.2M |
T TSLA | TESLA INC | 4.62% | $5.4M | 17,077 | $345.85 | $317.66 | +$950.5K |
A AMZN | AMAZON COM INC | 4.58% | $5.4M | 24,555 | $190.24 | $219.39 | +$691.3K |