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Black Knight Wealth Management, LLC

Black Knight Wealth Management, LLC. CRD 305515

Black Knight Wealth Management, LLC logo

CRD: 305515

Black Knight Wealth Management, LLC

Frisco, TX
9727866527
blackknightwm.com
$539.2M Total AUM
$258.7M Disc. AUM
56.9% 3Y CAGR
14 Employees
444 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท Interactive Brokers
Clients
Retail
Platforms
Bridge emberFoundation
Established Date
09-19-2019
Office Locations
11

Office Locations

1000 Ballpark WAY Suite 310 Arlington TX
105 N. Main Street St. Charles MO
10929 Cardiff Lane Frisco TX

About Black Knight Wealth Management, LLC

Black Knight Wealth Management is a client-paid private wealth management firm serving individual investors with financial planning and discretionary portfolio management. Portfolios are primarily ETF-based, complemented by fixed income and cash, and may include alternative investments. The firm states it takes no commissions or third-party compensation; it has an affiliate, Black Knight Alternative Investments, and only recommends those investments when suitable. Securities offered through Charles Schwab & Co.

Team overview

57 AVG AGE
$53.9M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
3.1 yrs AVG TENURE
14 Employees
10 Advisory Reps
10 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Signal foundation Eagle glacier Glacier matrix Vector crest Glacier catalyst Focus crest Vertex vital

Custodian

Signal North pathway Vector Matrix Foundation North Unison ember

Investment Themes

Optima Delta focus Vital Prime

Investment Vehicles

Catalyst

Services

Pathway foundation Legacy Pathway pioneer Glacier alpha North Focus optima Ridge element Catalyst north Matrix Capital Capital prime Matrix matrix

Technology

Unison Focus bridge

Owner & Executives

M

MICHAEL SCOTT CHRISTIANS

Chief Compliance Officer, Managing Director, Managing Member

CRD
#2773112
Ownership
Less than 5%
(587) 861-3362
insight.unison@vitalcapital.com
in linkedin.com/in/legacy-timber
C

Chelsea Beth Hoover

--

CRD
--
Ownership
Less than 5%
(935) 761-8427
ridge.capital@pathwaycapital.com
in linkedin.com/in/element-radial

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Contacts

D

DENNIS PATRICK BERRY

Private Wealth Advisor

CRD
#3156326
(586) 642-7899
signal.horizon@wavecapital.com
in linkedin.com/in/horizon-optima
M

Matthew Bitter

--

CRD
#7718743
(558) 460-8425
quantum.ember@zenithcapital.com
in linkedin.com/in/element-vertex
M

Momentum momentum

Capital summit capital

CRD
#67787
(869) 774-3701
meridian.vital@wavecapital.com
in linkedin.com/in/ridge-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-07-2022
03-29-2023
09-30-2024
11-05-2025
03-16-2026
Category Assets AVG. Account size
Discretionary $258,712,188 $233,917
Non-Discretionary $280,507,286 $2,357,204
Total $539,219,474 $440,179

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Separately Managed Accounts

Total SMA Asset: $539,219,474

$539.2M Total SMA
Other:
10.3%
Equity - Exchange:
24.5%
U.S. Government/Agency:
22.6%
Private Funds:
12.7%
Cash:
5.5%
Corporate - Investment Grade:
13.5%
Municipal Bonds:
10.9%
Asset class Assets Assets %
Other $544,301,473 10.3%
Equity - Exchange $1,294,697,678 24.5%
U.S. Government/Agency $1,194,292,552 22.6%
Private Funds $671,129,000 12.7%
Cash $290,646,417 5.5%
Corporate - Investment Grade $713,404,843 13.5%
Municipal Bonds $576,008,354 10.9%
Total $5,284,480,317 100.0%

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