William Edward Knowles
Investment adviser representative at Wmk Investment Partners
13 yearsExperience
2 statesRegistered in
CFADesignation
$211MFirm assets
Are you William Edward Knowles? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
13 years in the industry.
- Wmk Investment PartnersNov 2025 to now
- Wmki Group LLCJun 2020 to now
- Maroone USAFeb 2017 to now
- BmgiSep 2013 to Feb 2017
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
Wmk Investment Partners
Legal name: Wmki Group LLC
$211MAssets managed
21Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7269555
- Firm CRD
- 309832