KNIGHT AND COMPANY WEALTH ADVISORS, LLC

KNIGHT AND COMPANY WEALTH ADVISORS, LLC of PLEASANTON, CA is an SEC-registered investment adviser (CRD 171840). Regulatory assets under management: $56.9M.

Registration

• CRD: 171840
• Type: Registered investment adviser
• Location: 307 RAY STREET, PLEASANTON, CA, 94566
• Phone: 408-267-3105
• Latest filing: 2026-03-14
• Regulatory AUM: $56.9M
• Discretionary AUM: $56.9M
• Clients: 2
• Accounts: 99

Business model

Compensation: % of AUM.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 171840 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search