Black Knight Wealth Management, LLC

RIASEC RegisteredEst. 2022
Total AUM
$539M
Discretionary
$259M
48% of AUM
Avg account
$440K
Accounts
1,225
Employees
14
Advisory reps
15

Firm details

Headquarters
,
CRD number
305515
Registered since
October 18, 2022
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Other 46%, Exchange Traded Equities 35%, US Government Bonds 7%, Private Funds 5%, Investment Grade Corp Bonds 3%, Cash & Cash Equivalents 3%, State & Local Bonds 1%46%
  • Other46%
  • Exchange Traded Equities35%
  • US Government Bonds7%
  • Private Funds5%
  • Investment Grade Corp Bonds3%

Contacts

3 of 15
  • Lance Purcell

    Investment Adviser RepresentativeCRD 8093956

  • Malissa McNanna

    Investment Adviser RepresentativeCRD 6784730

  • Chelsea Hoover

    Family Office DirectorCRD 7068368

Unlock 12 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth