BLACK KNIGHT WEALTH MANAGEMENT, LLC
Adviser information for BLACK KNIGHT WEALTH MANAGEMENT, LLC last updated from Form ADV on February 26th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
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Fiscal Year End | DECEMBER |
Legal Location | Texas, United States |
Employees
Total Number of Employees | 6 |
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Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
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Type | Accounts | RAUM |
---|---|---|
Discretionary | 542 | $163.2M |
Non-Discretionary | 0 | $0 |
Total | 542 | $163.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 142 | $41.6M |
HNW Individuals | 65 | $121.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 207 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 101-250 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businesses |
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Compensation | % of AUMHourly chargesFixed fees |
Identifiers
SEC RIA File Number | 801-126532 |
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SEC ERA File Number | 801-126532 |
SEC CIK Numbers | None |
SEC CRD Numbers | 305515 |
Legal Entity Identifier | None |
Principal Office
10929 CARDIFF LNFRISCO
TX
United States
Monday - Friday, 8:00AM - 4:00PM
Tel: 972-786-6527, Fax: 972-637-7327
Websites
Chief Compliance Officer
MICHAEL SCOTT CHRISTIANS
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
10929 CARDIFF LN
FRISCO
TX
United States
Tel:
972-786-6527
Fax:
972-637-7327
M**@****************M
(Full email address available in API data)
Regulatory Contact
ROBERT W HOLMES
MEMBER
10929 CARDIFF LN
FRISCO
TX
United States
Tel:
214-695-4243
Fax:
972-637-7327
R**@**********************M
(Full email address available in API data)
Industry Affiliates
BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC | Other investment adviser, including financial planners |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
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None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
CHRISTIANS, MICHAEL, SCOTT | Individual | – | CCO | 03/2018 | < 5% |
Holmes, Robert, Wendell | Individual | BLACK KNIGHT GROUP | PARTNER | 03/2018 | 25-50% |
BLACK KNIGHT GROUP | Domestic Entity | – | OWNER | 03/2022 | > 75% |
CHRISTIANS, MICHAEL, SCOTT | Individual | BLACK KNIGHT GROUP | OWNER | 03/2022 | 25-50% |
EASTER, CHRIS, RAY | Individual | BLACK KNIGHT GROUP | PARTNER | 09/2021 | 25-50% |