Black Knight Wealth Management, LLC

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.