Known Wealth LLC

Known Wealth LLC (CRD# 321745) is a financial advisory firm headquartered in New York, NY. They manage $84,339,323 in 5 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

31 Hudson Yards, 11th Floor, New York, NY 10001

https://www.linkedin.com/company/scale-with-known

By the Numbers

Total Assets Under Management

84

MILLION
Total Number of Accounts

5

ACCOUNTS
Average Account Value

$16,867,865

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)
Performance-based fees

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles (other than investment companies)
Portfolio management for businesses (other than small businesses) or institutional clients
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, IL, NY, OR

Financial Advisors at Known Wealth LLC

Showing 1 - 1 of 1 top financial advisors.

Ushir N. Shah

CRD#: 5994957

31 Hudson Yards, 11th Floor, New York, NY 10001

Ushir Shah (CRD# 5994957) is an Investment Advisor Representative working at Known Wealth LLC in New York, NY and has 1 year 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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