Known Wealth LLC
CRD 321745SEC# 801-126565New York, NY
No longer SEC-registered. Known Wealth LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$104.9M
Employees
10
Accounts
5
Location
New York, NY
Known Wealth LLC assets under management
Known Wealth LLC is an investment advisory firm registered with the SEC based in New York, NY. It reports $104.9 million in regulatory assets under management and employs 10 people.
Known Wealth LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Hope Lynee Newsome Control | Chief Compliance Officer | Under 5% | 2022 |
| Known Financial LLC Control | Sole Member Of Registrant | Over 75% | 2022 |
| Nathalie Melissa Molina Control | President | Under 5% | 2024 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Known Wealth LLC manage?
Known Wealth LLC reports $104.9 million in regulatory assets under management on its Form ADV.
How many employees does Known Wealth LLC have?
Known Wealth LLC reports 10 employees.
Where is Known Wealth LLC located?
Known Wealth LLC is based in New York, NY.
Does Known Wealth LLC disclose fund performance?
Known Wealth LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31 Hudson Yards, 11th Floor, New York, NY 10001 |
| Office hours | 9a.m. - 5p.m. Et |
| Discloses disciplinary history | No |
Regulatory AUM
$104.9MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 92%
Larger than 8% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$104.9Mregulatory AUM
Discretionary $26MNon-discretionary $78.9M