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Building 2BLACK KNIGHT WEALTH MANAGEMENT, LLC

Map pin
Phone972-786-6527
NotebookSEC #801-126532
Total AUM
$539.2M
Employees
14
Clients
444

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM - 4:00PM
Monday - Friday
Phone
972-786-6527
Other Offices
8

ReceiptFinancials

Total AUM
$539.2M
Accounts
1,225
Discretionary
$258.7M
Accounts
1,106
Non-Discretionary
$280.5M
Accounts
119

ContactClients

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Individual Clients
360
AUM
$72.3M
HNW Individual Clients
84
AUM
$466.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ARCAFLILKSLAMIMOMTNENMPATNTX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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