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 provides financial planning and portfolio management primarily for individual and family clients. The firm registered with the SEC in 2022 and operates as a limited liability company with ownership that includes a domestic entity and one or more individuals. Fee arrangements include percentage-of-AUM charges alongside hourly and fixed-fee engagements, reflecting flexibility for both ongoing wealth management and discrete planning work. The firm is not positioned as a capital allocator and does not identify as an active ESG investor or a pension consultant. Industry affiliations noted on regulatory filings include relationships with other investment advisers, accounting and law firms, and roles as 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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