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 organized as an LLC and registered with the SEC in 2022. The firm focuses on individuals, families and small-business clients, delivering financial planning and portfolio management. Its fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee engagements. The firm does not self-identify as an active ESG investor and is not listed as a capital allocator. Black Knight maintains professional linkages with other investment advisers, accounting and law firms, and it appears to act in sponsor/GP and managing-member roles for pooled investment vehicles, indicating involvement in structuring or operating private investment vehicles in addition to advising clients.
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 14Lance 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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