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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

CRD 302098

LAWRENCEVILLE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:215ec09e-d591-28e5-928d-5a350c285031

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: May 16, 2019 to Mar 31, 2026
16 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=1.0
Regulatory AUM: $207MItem 5.F on the latest filing (2026-03-31); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $207M
Private client RAUM: $207MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 7
RAUM per advisor: $29.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 5
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 506
Individual clients: 148
High net worth clients: 48
SEC number: 801-116803
CRD: 302098
Filings on the tape: 16
First filed: May 16, 2019
Latest filed: Mar 31, 2026
Organised: Limited Liability Company, NJ
Website: wkswa.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
PAUL THOMAS BURCHER	n/a	LAWRENCEVILLE, NJ	7	29	1	no
HARPREET SINGH MANGAT	Certified Financial Planner	LAWRENCEVILLE, NJ	7	25	1	yes
HYDER NIHAL AGHA	n/a	LAWRENCEVILLE, NJ	7	21	1	no
KARAMJEET SINGH MANGAT	Certified Financial Planner	LAWRENCEVILLE, NJ	0	43	1	no
EVASIO ROSALES CAGANDE	n/a	LAWRENCEVILLE, NJ	0	27	1	no
SIMMERPAL KAUR BAINS	n/a	LAWRENCEVILLE, NJ	0	28	1	no
DANIEL WILLIAM CLIFFORD	n/a	LAWRENCEVILLE, NJ	0	14	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MANGAT, HARPREET, SINGH	MANAGING MEMBER, CCO	E	yes	07/2019	Jul 19, 2019	Mar 29, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Mar 31, 2026	$207M	$207M	7	5	n/a	n/a
2024	Mar 31, 2025	$179M	$179M	7	7	n/a	n/a
2023	Mar 29, 2024	$154M	$153M	7	7	n/a	n/a
2022	Mar 27, 2023	$120M	$117M	7	7	n/a	n/a
2021	Mar 30, 2022	$132M	$130M	7	7	n/a	n/a
2020	Mar 30, 2021	$130M	$123M	7	7	n/a	n/a
2019	Mar 27, 2020	$98.1M	$93.7M	7	7	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
4	0	4	0.0%	0	0	0	4	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$207M	$179M	16.1%	$120M	20.1%	7	7	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
AMERIPRISE FINANCIAL SERVICES, LLC	6	Jul 23, 2019	Jan 1, 2026	PRINCETON, NJ	Team lift out	Ibd to new firm	0.1%

Relationships

Registered with (7)

← KARAMJEET SINGH MANGATAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← EVASIO ROSALES CAGANDEAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← SIMMERPAL KAUR BAINSAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← DANIEL WILLIAM CLIFFORDAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← HYDER NIHAL AGHAAdvisorregistration: current employment
Aug 8, 2019 to presentfactForm ADV
← PAUL THOMAS BURCHERAdvisorregistration: current employment
Jul 22, 2019 to presentfactForm ADV
← HARPREET SINGH MANGATAdvisorregistration: current employment
Jul 22, 2019 to presentfactForm ADV

Moved with (1)

← AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviser6 advisors, team lift out
Jul 23, 2019 to Jan 1, 2026factForm ADV

Controls (1)

← MANGAT, HARPREET, SINGHOwnerMANAGING MEMBER, CCO, ownership code E, individual
Jul 19, 2019 to Mar 29, 2024factForm ADV

Dated events

Occurred
Jul 19, 2019
Control person left
Jeffrey Jordan Green (Chief Compliance Officer, Managing Member) no longer on Schedule A of White Knight Strategic Wealth Advisors, Llc (listed 2019-05-16, absent 2019-07-19)
Form ADVobserved 6 days ago
Occurred
Jul 19, 2019
Control person joined
Singh Harpreet Mangat (Managing Member, Cco) appeared on Schedule A of White Knight Strategic Wealth Advisors, Llc
Form ADVobserved 6 days ago
Occurred
May 16, 2019
First Form ADV filing
Harp & Associates, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:215ec09e-d591-28e5-928d-5a350c285031
First observed: May 16, 2019
Last observed: Mar 31, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

WHITE KNIGHT STRATEGIC WEALTH ADVISORS, LLC

CRD 302098

LAWRENCEVILLE, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:215ec09e-d591-28e5-928d-5a350c285031

Data as of Mar 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

PAUL THOMAS BURCHER

n/a

LAWRENCEVILLE, NJ

HARPREET SINGH MANGAT

Certified Financial Planner

LAWRENCEVILLE, NJ

yes

HYDER NIHAL AGHA

n/a

LAWRENCEVILLE, NJ

KARAMJEET SINGH MANGAT

Certified Financial Planner

LAWRENCEVILLE, NJ

EVASIO ROSALES CAGANDE

n/a

LAWRENCEVILLE, NJ

SIMMERPAL KAUR BAINS

n/a

LAWRENCEVILLE, NJ

DANIEL WILLIAM CLIFFORD

n/a

LAWRENCEVILLE, NJ

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MANGAT, HARPREET, SINGH

MANAGING MEMBER, CCO

yes

07/2019

Jul 19, 2019

Mar 29, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$207M

n/a

2024

Mar 31, 2025

$179M

n/a

2023

Mar 29, 2024

$154M

$153M

n/a

2022

Mar 27, 2023

$120M

$117M

n/a

2021

Mar 30, 2022

$132M

$130M

n/a

2020

Mar 30, 2021

$130M

$123M

n/a

2019

Mar 27, 2020

$98.1M

$93.7M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$207M

$179M

16.1%

$120M

20.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

AMERIPRISE FINANCIAL SERVICES, LLC

Jul 23, 2019

Jan 1, 2026

PRINCETON, NJ

Team lift out

Ibd to new firm

0.1%