A complete list of active advisors currently associated with Black Knight Wealth Management, LLC
Warmer can help you find a great advisor at Black Knight Wealth Management, LLC or one who fits your needs even better.
Black Knight Wealth Management provides advisory services to individual and high‑net‑worth clients, offering ongoing portfolio management, financial planning, and personal services that include coordination with clients’ attorneys, tax advisors, insurance advisors, and private bankers. The firm also recommends and facilitates investments in private funds managed by an affiliated adviser, Black Knight Alternative Investments (BKAI), and offers access to mutual funds, ETFs, REITs, private equity and annuities. BKWM documents client objectives and risk tolerance in an Investment Policy Statement and typically manages accounts on a discretionary basis using model Income and Growth portfolios or tailored strategies when appropriate. Its investment process employs fundamental, quantitative, technical and modern portfolio theory analyses and may include derivatives and options strategies alongside traditional equity and fixed‑income allocations, with accounts reviewed at least monthly. Notable features that distinguish the firm from many peers include its role as a fund sponsor through BKAI and related revenue‑sharing arrangements among several DBAs that have separate ownership structures, which the firm discloses as a potential conflict when recommending affiliated funds. The brochure also discloses that some advisors provide legal or tax services separately and that one representative is dually registered with a broker‑dealer; the firm operates under multiple DBAs and across nine offices, a structure less common among comparable team firms.
To learn more about the advisors currently working at Black Knight Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Black Knight Wealth Management, LLC's office locations.
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