White Knight Strategic Wealth Advisors, Llc
- Regulatory AUM
- $207M
- Discretionary
- $207M
- Clients
- 196
- Avg AUM / client
- $1.1M
- Accounts
- 506
- Employees
- 7
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 148 | $29.0M | 14.0% |
| High net worth individuals | 48 | $178M | 86.0% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Harpreet Singh Mangat | Managing Member, Cco | CFP | Jul 2019 (7y) | 75% or more |
| Paul Thomas Burcher | Registered representative | Jul 2019 (7y) | ||
| Hyder Nihal Agha | Registered representative | Aug 2019 (7y) | ||
| Daniel William Clifford | Registered representative | Jan 2026 (1y) | ||
| Evasio Rosales Cagande | Registered representative | Jan 2026 (1y) | ||
| Karamjeet Singh Mangat | Registered representative | CFP | Jan 2026 (1y) | |
| Simmerpal Kaur Bains | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/31/2026 | 907 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $207M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 31, 2026.
View current Form ADV (SEC/IAPD) ↗