BLACK KNIGHT WEALTH MANAGEMENT, LLC
Latest filing: Mar 13, 2025 (97 days ago)
AUM
$239,952,261
47% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
12
100% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
,
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.2 |
| Non-Discretionary | $0.0 |
| Total | $0.2 |
| Client | AUM |
|---|---|
| Retail | $0.2 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.2 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 279 | $0.0 |
| Average Individual AUM | $123,000 | |
| HNW | 108 | $0.2 |
| Average HNW AUM | $1,904,029 | |
| Retail Total | 387 | $0.2 |
| Average Retail AUM | $620,032 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.2 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.2 |
| Retail SMA AUM | $0.2 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 77% | $0.2 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 6% | $0.0 |
| Municipal | 1% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 11% | $0.0 |
| Cash | 6% | $0.0 |
| Other | 0% | $0.0 |
| Total | 101% | $0.2 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| BLACK KNIGHT ALTERNATIVE INVESTMENTS, LLC | $0.0 | 319681 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
8 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| RICHARD KAGY | FRISCO | TX | S65|2010-05-05 | ||||||
| MALISSA MCNANNA | FRISCO | TX | S65|2015-11-09 | ||||||
| DENNIS BERRY | FRISCO | TX | S63|1999-02-17|S65|1999-02-24 | ||||||
| JONATHAN MELEHAN | FRISCO | TX | S66|2014-01-29 | ||||||
| CHRISTOPHER CORJAY | FRISCO | TX | S65|2009-12-08 | ||||||
| DOUGLAS HOHERTZ | FRISCO | TX | |||||||
| CARL KIELBASA | FRISCO | TX | S65|2020-10-07 | ||||||
| MICHAEL CHRISTIANS | FRISCO | TX | S63|1996-09-13|S65|2018-08-16 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $0.2 | $0.0 | 0% | 12 | 0 | 0% |
| 2025-04-21 | $0.2 | $0.0 | 0% | 12 | 0 | 0% |
| 2024-04-02 | $0.2 | $0.1 | 47% | 6 | 6 | 100% |
| 2023-04-04 | $0.1 | $0.1 | 65% | 11 | 1 | 9% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| AR-10/18/2022, CA-03/13/2025, FL-03/13/2025, IL-10/18/2022, KS-01/24/2025, LA-10/18/2022, MO-02/26/2024, MT-10/18/2022, NE-03/13/2025, NM-10/18/2022, PA-10/18/2022, TX-10/18/2022 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV