Known Wealth LLC

Known Wealth LLC, a subsidiary of Known Financial LLC, is a registered investment advisor founded in 2022 and headquartered in New York, NY. The firm offers discretionary and non-discretionary investment advice to family offices, foundations, institutions, government entities, ultra-high-net-worth individuals, private funds, and other pooled investment vehicles. Known may partner with third-party registered investment advisors to provide services such as reporting and custody. The firm specializes in scaling ownership and wealth in historically underutilized sectors and demographics. Known's investment strategies include allocations across various asset classes like equities, fixed income, alternative investments, real estate, and private equity. As of December 31, 2024, Known had assets under management totaling $104,890,487.40. The firm charges fees based on a tiered fee schedule, with a $25,000,000 minimum account balance. Known also discloses its brokerage practices, custody arrangements, investment discretion, and proxy voting responsibilities. The firm's Code of Ethics addresses conflicts of interest, personal trading, and compliance with securities laws. Known does not maintain custody of client assets and does not solicit prepayment of fees exceeding $1,200. The firm has not been subject to any disciplinary events in the past ten years.