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
Fiscal Year End DECEMBER
Legal Location Texas, United States

Employees

Total Number of Employees 6
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
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
Compensation % of AUMHourly chargesFixed fees

Identifiers

SEC RIA File Number 801-126532
SEC ERA File Number 801-126532
SEC CIK Numbers None
SEC CRD Numbers 305515
Legal Entity Identifier None

Principal Office

10929 CARDIFF LN
FRISCO
TX
United States
Monday - Friday, 8:00AM - 4:00PM
Tel: 972-786-6527, Fax: 972-637-7327

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
(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
(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
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%

No. Employees, Historic

2010020222023202420257 on 8/10/20227 on 10/7/202211 on 3/29/20236 on 2/26/2024

RAUM, Historic

200M100M02022202320242025145800000 on 8/10/2022145800000 on 10/7/2022145057516 on 3/29/2023163201808 on 2/26/2024

No. Clients, Historic

30015002022202320242025151 on 8/10/2022151 on 10/7/2022171 on 3/29/2023207 on 2/26/2024