Black Knight Wealth Management, LLC logo

Black Knight Wealth Management, LLC

Updated today

Client assets under management

$539,219,474

Clients

444

19% high-net-worth

Advisors

13

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

34

Low

Average account size

$1,214,458

About

Black Knight Wealth Management, LLC provides portfolio management and financial planning to individual and high‑net‑worth clients, and coordinates with clients’ attorneys, tax advisors, insurance advisors, and private bankers. The firm tracks complex financial pictures — including trusts, personal and business entities, and assets held away from its custodians — and offers exposure to mutual funds, ETFs, fixed income, real estate funds, private equity funds, annuities and, when suitable, derivatives and options strategies.

BKWM documents client objectives in an Investment Policy Statement and typically manages accounts on a discretionary basis, employing fundamental, quantitative, technical analysis and modern portfolio theory and offering Income and Growth model strategies while tailoring allocations to individual needs. Accounts are custodied through institutional platforms (including Schwab Institutional and Interactive Brokers), with regular monitoring and monthly or quarterly reporting to clients.

Notable distinctions include an affiliated private‑fund manager (Black Knight Alternative Investments, LLC) whose funds BKWM may recommend and in which firm personnel have ownership interests — a sponsored‑fund relationship the brochure discloses and that is less common among peers. The firm also operates multiple DBAs under revenue‑sharing arrangements and discloses that some advisors provide legal or tax services outside the RIA and/or maintain dual broker‑dealer registration, each of which the firm notes as potential conflicts addressed through disclosure and internal policies.

Client services

Financial planning Portfolio management

Expertise

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)

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Fee options

Fixed

Financial planning fixed fees up to $10,000, negotiable.

Percentage

$0 - $1,500,000: 2.00% $1,500,001 - $3,000,000: 1.75% $3,000,001 - $5,000,000: 1.50% $5,000,001 - $10,000,000: 1.00% $10,000,001+: Negotiable

Commissions

Some supervised persons accept commissions for sale of insurance and securities products; disclosed conflicts of interest.

Project-based

Up to $350 per hour for financial planning services, negotiable.

Other

Fee-only: Asset-based fees negotiable; typical fee tiers as listed above.

Most active in

Arkansas · California · Florida · Illinois · Kansas · Louisiana · Michigan · Missouri · Montana · Nebraska · New Mexico · Pennsylvania · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Malissa M

Series 65

Hot Springs, AR

Black Knight Wealth Management, LLC

Malissa Mc Nanna is a financial advisor with Black Knight Wealth Management, LLC and holds a Series 65 designation. She has four years of industry experience and has previously worked at Optivise Advisory Services, LLC, OnPointe Advisory and Financial Services LLC, and Vision Advisors, Inc. Outside of her advisory role, she is involved with Vision Advisors, Inc., where she recruits agents, conducts product training, and provides sales support for annuity and life insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by offering portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis while reviewing portfolios monthly.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Tanner D

Series 63, Series 65

St. Charles, MO

Black Knight Wealth Management, LLC

Tanner Dallas is a financial advisor at Black Knight Wealth Management, LLC with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Modern Wealth Solutions, Eagle Strategies LLC, New York Life Insurance Company, NYLife Securities LLC, PFS Investments Inc., and Primerica Financial Services. Outside of finance, he has ownership interests in several non-investment businesses, including pizza restaurants and fitness franchises. Black Knight Wealth Management serves individual and high-net-worth clients, offering portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis with modern portfolio theory to manage diversified investment portfolios tailored to client needs.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Matthew B

Series 65

St. Charles, MO

Black Knight Wealth Management, LLC

Matthew Bitter is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 credential and less than one year of industry experience. His prior work includes roles at Opulence Tax Group, NYLIFE Securities LLC, and New York Life Insurance Company. He is also an independent licensed insurance agent with Penn Mutual, where he reviews and recommends insurance products. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm uses a range of investment strategies and prepares customized Investment Policy Statements, managing accounts with a combination of fundamental, quantitative, and technical analysis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Richard K

Series 65

Overland Park, KS

Black Knight Wealth Management, LLC

Richard Kagy is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and over 13 years of industry experience. He has worked at several firms, including Vision, Optivise Advisory Services, Foresight Investment Advisors, and OnPointe Advisory and Financial Services, and has operated Kagy Financial since 2006. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of legal, tax, insurance, and banking services. The firm employs a diversified investment approach using fundamental, quantitative, and technical analysis combined with modern portfolio theory, managing accounts through discretionary, asset-based models tailored to client needs.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Christopher C

Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Christopher Corjay is a financial advisor with Black Knight Wealth Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has been with Black Knight Wealth Management since 2021 and previously worked at Vision Advisors, Inc. for 13 years. Corjay is also a co-owner and CFO of 1 Plus 1 Equal 3, Inc. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a diversified investment approach, including fundamental, quantitative, and technical analysis, and maintains multiple offices and affiliated investment activities.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Jonathan M

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Jonathan Melehan is a financial advisor at Black Knight Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at firms including Morgan Stanley Smith Barney LLC and Kaplan Professional. In addition to his advisory role, he owns Black Creek Consulting LLC, where he provides sales consulting to investment firms. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services involving attorneys, tax advisors, and private bankers. The firm employs a disciplined investment process using fundamental, quantitative, and technical analysis, and manages accounts through discretionary, asset-based approaches tailored to client needs.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Carl K

Series 65

State College, PA

Black Knight Wealth Management, LLC

Carl Kielbasa is a financial advisor at Black Knight Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has previously worked at Bartell and Bartell, Edmentum, and Herff Jones Company. Outside of advising, Carl works as an education curriculum consultant. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory to manage customized investment portfolios.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Dennis B

Series 63, Series 65

Pearcy, AR

Black Knight Wealth Management, LLC

Dennis Berry is a financial advisor with Black Knight Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Morgan Stanley in various capacities since 2004 and joined Black Knight Wealth Management in 2020. Outside of his advisory work, he owns a bushogging business and serves as a volunteer board member for the nonprofit organizations The CALL and Sunshine Therapy Riding Center. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm employs a disciplined investment process that integrates multiple analytical approaches and offers tailored strategies, managing accounts primarily on a discretionary basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Justin L

Series 65

Excelsior Springs, MO

Black Knight Wealth Management, LLC

Justin Lero is a financial advisor at Black Knight Wealth Management, LLC with a Series 65 designation and one year of experience in advisory services. His prior work includes contracts with Northrop Grumman and Serco, as well as roles in structural steel and roofing industries. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with other professional advisors. The firm employs a range of investment strategies and prepares individualized Investment Policy Statements, managing accounts primarily on a discretionary, asset-based basis.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Katrina R

Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Katrina Robertson is a financial advisor at Black Knight Wealth Management, LLC with 18 years of industry experience. She holds a Series 66 designation and has worked previously at Strongtower Wealth Management and G.A. Repple & Company. Outside of advising, she is an author, public speaker, and serves as campaign treasurer for the Garland County Tax Collector. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination with other professional advisors. The firm uses a diversified investment approach incorporating fundamental, quantitative, and technical analysis, and offers tailored strategies through discretionary management and model portfolios.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Brentt S

Series 63, Series 65, Series 66

Frisco, TX

Black Knight Wealth Management, LLC

Brentt Shropshire is a financial advisor at Black Knight Wealth Management, LLC with nine years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at firms including Cambridge Investment Research Advisors and New York Life Insurance Company. Outside of his advisory role, he serves as a board member of the Southern Gateway Deck Park. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of services with attorneys, tax advisors, insurance advisors, and private bankers. The firm uses a blend of fundamental, quantitative, and technical analysis within tailored investment strategies and reviews client accounts monthly.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Lance P

CFP®

Frisco, TX

Black Knight Wealth Management, LLC

Lance Purcell is a CFP® professional with over 15 years of experience in the financial and banking industries. He is currently with Black Knight Wealth Management, LLC and previously worked at Citizens Bank and FirstBank Southwest. Outside of his advisory role, he serves as a bank director and manages a legal practice as an attorney. Black Knight Wealth Management serves individual and high-net-worth clients by providing portfolio management, financial planning, and coordination with clients’ other professional advisors. The firm employs a multi-disciplinary investment approach that includes fundamental, quantitative, and technical analysis, and typically manages accounts on a discretionary, asset-based basis using model Income and Growth portfolios tailored to client needs.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
user avatar

Michael C

Series 63, Series 65

Frisco, TX

Black Knight Wealth Management, LLC

Michael Christians is a financial advisor at Black Knight Wealth Management, LLC with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Morgan Stanley Smith Barney and Morgan Stanley from 1999 to 2018. Outside of his advisory role, Christians partners with his brother in a house-flipping business in Illinois. Black Knight Wealth Management serves individual and high-net-worth clients with portfolio management, financial planning, and coordination of broader personal services. The firm employs a multi-disciplinary investment approach using fundamental, quantitative, and technical analysis alongside modern portfolio theory, and offers tailored strategies through discretionary management.

Concentrated stock management Options & derivatives strategies Private / alternative investments Life insurance needs analysis College savings (529s, UTMA, etc.)
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