# KNOWN WEALTH LLC

KNOWN WEALTH LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 321745
- Type: SEC-registered investment adviser
- SEC file number: 801-126565
- Location: 31 HUDSON YARDS, 11TH FLOOR, NEW YORK, NY, 10001
- Phone: 646-586-9424
- Latest filing: 2025-10-31
- Regulatory AUM: $104.9M
- Discretionary AUM: $26.0M
- Non-discretionary AUM: $78.9M
- Clients: 10
- Accounts: 5

## Business model

- Compensation: % of AUM, Hourly, Fixed, Performance
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| [Hope Lynee Newsome](https://search.stillhousedata.com/person/681473) | CHIEF COMPLIANCE OFFICER | — |
| [James Arthur Casselberry](https://search.stillhousedata.com/person/681474) | CHIEF EXECUTIVE OFFICER; PARTNER | — |
| [Ushir Naresh Shah](https://search.stillhousedata.com/person/681475) | CFO & CTO; PARTNER | — |
| [Nathalie Melissa Molina](https://search.stillhousedata.com/person/681476) | PARTNER; PRESIDENT | — |
| [SHAH USHIR NARESH](https://search.stillhousedata.com/person/776524) | CFO & CTO; PARTNER | — |
| [CASSELBERRY JAMES ARTHUR](https://search.stillhousedata.com/person/801148) | CHIEF EXECUTIVE OFFICER; PARTNER | — |
| [NEWSOME HOPE LYNEE](https://search.stillhousedata.com/person/815167) | CHIEF COMPLIANCE OFFICER | — |
| [Red-Horse Valerie Rochelle Little Star](https://search.stillhousedata.com/person/873780) | PARTNER; PRESIDENT | — |
| [Molina Nino Nathalie](https://search.stillhousedata.com/person/873781) | PARTNER | — |
| [Molina Nathalie Melissa](https://search.stillhousedata.com/person/884192) | PARTNER; PRESIDENT | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 312-498-4471 |
| — | — | 1 | 312-498-4471 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/321745/brochure
- Similar advisers: https://search.stillhousedata.com/firm/321745/similar
- Related entities: https://search.stillhousedata.com/firm/321745/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/321745

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.