Knight Family Wealth

Knight Family Wealth (CRD# 309475) is a financial advisory firm headquartered in Naples, FL. They manage $88,509,429 in 180 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
999 Vanderbilt Beach Road, Road #707, Naples, FL 34108
https://www.linkedin.com/company/knight-family-wealth
By the Numbers
  • Total Assets Under Management
    89
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $491,719
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Knight Family Wealth
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Stevens, financial advisor Naples FL
Bradley R. Stevens
CRD#: 6107021
999 Vanderbilt Beach Road, Road #707, Naples, FL 34108

Bradley Stevens (CRD# 6107021) is an Investment Advisor Representative working at Knight Family Wealth in Naples, FL and has over 11 years of experience in the finance industry.

2
Ashton Rel, financial advisor Naples FL
Ashton H. Rel
CRD#: 5815265
999 Vanderbilt Beach Road, Road #707, Naples, FL 34108

Ashton Rel (CRD# 5815265) is an Investment Advisor Representative working at Knight Family Wealth in Naples, FL and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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