Black Knight Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 305515
- Registered since
- October 18, 2022
- Website
- blackknightwm.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI86.59%
- Individuals13.41%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Black Knight Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2022 and is organized as an LLC. It serves individual and family clients with financial planning and portfolio management for individuals and small businesses. Compensation combines an asset-based fee with the option for hourly or flat fees for specific engagements. The firm reports it is not an active ESG investor and does not identify itself as a multi-state adviser on its regulatory filing. Its owner structure is listed as a domestic entity and individual. Filings also indicate the firm maintains professional relationships with other investment advisers, accountants and law firms, and that it has acted as a sponsor, general partner or managing member of pooled investment vehicles.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other46%
- Exchange Traded Equities35%
- US Government Bonds7%
- Private Funds5%
- Investment Grade Corp Bonds3%
Contacts
3 of 15Lance Purcell
Investment Adviser RepresentativeCRD 8093956
Malissa McNanna
Investment Adviser RepresentativeCRD 6784730
Chelsea Hoover
Family Office DirectorCRD 7068368
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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