Alexander Knight is a control person of Broadside Wealth Technologies and directly owns between 25% and 50% of it.
Broadside Wealth Technologies is an investment adviser based in San Francisco, CA, registered with the SEC since 2026. It provides financial planning and investment management. Its clients include high-net-worth individuals. Its regulatory assets under management total $875 million, as filed on 30 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 8221170
- Firm
- Broadside Wealth Technologies · CRD 342220
- Role
- CEO/CCO
- In role since
- April 2026 · under a year
- Control person
- Yes
- Direct ownership
- 25% to 50%
- Firm headquarters
- San Francisco, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Alexander Knight work?
Alexander Knight has been CEO/CCO of Broadside Wealth Technologies Inc. since April 2026, and is a control person of the firm.
How can I verify Alexander Knight’s record?
Alexander Knight’s role is listed on Broadside Wealth Technologies Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 342220.