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| Keyboard |
| Black Knight Wealth Management LLC
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|---|---|
| CRD # | 305515 |
| SEC # | 801-126532 |
| CIK # | |
| AUM | 539.2 M (2026-06-17) |
| Employees | 14 (71% Investors, 7% Brokers) |
| Phone | 972-786-6527 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 360 | 72.3 |
| (b) Individuals (high net worth individuals) | 84 | 466.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,225 | 539.2 |
| By Discretionary | ||
| Discretionary | 1,106 | 258.7 |
| Non-Discretionary | 119 | 280.5 |
| Total | 1,225 | 539.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 539.2 | |
| Total | 1,225 | 539.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Wellington Shields & Co LLC
✚
|
NY | 546.0 M |
|
Oneascent Family Office LLC
✚
|
AL | 544.5 M |
|
Fountainhead Financial LLC
✚
|
IL | 543.2 M |
|
Affiliated Financial Advisors Inc
✚
|
WI | 541.5 M |
|
Lawrence W Kelly & Associates Inc
✚
|
CA | 540.1 M |
|
Robertson Investment Management
✚
|
TX | 534.1 M |
|
Jacksonville Wealth Management LLC
✚
|
FL | 533.5 M |
|
DST Wealth Management LLC
✚
|
CA | 532.1 M |
|
Pension & Wealth Management Advisors Inc
✚
|
MA | 529.8 M |
|
Denver Wealth Management Inc
✚
|
CO | 529.8 M |