KNOWN WEALTH LLC

KNOWN WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 321745). Regulatory assets under management: $104.9M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos.

Officers, owners & control persons (10)

NameRoleLocation
Hope Lynee NewsomeCHIEF COMPLIANCE OFFICER—
James Arthur CasselberryCHIEF EXECUTIVE OFFICER; PARTNER—
Ushir Naresh ShahCFO & CTO; PARTNER—
Nathalie Melissa MolinaPARTNER; PRESIDENT—
SHAH USHIR NARESHCFO & CTO; PARTNER—
CASSELBERRY JAMES ARTHURCHIEF EXECUTIVE OFFICER; PARTNER—
NEWSOME HOPE LYNEECHIEF COMPLIANCE OFFICER—
Red-Horse Valerie Rochelle Little StarPARTNER; PRESIDENT—
Molina Nino NathaliePARTNER—
Molina Nathalie MelissaPARTNER; PRESIDENT—

Branch offices (2)

CityStateEmployeesPhone
——1312-498-4471
——1312-498-4471

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