Black Knight Wealth Management, Llc
- Regulatory AUM
- $539M
- Discretionary
- $259M
- Clients
- 444
- Avg AUM / client
- $1.2M
- Accounts
- 1,225
- Employees
- 14
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 360 | $72.3M | 13.4% |
| High net worth individuals | 84 | $467M | 86.6% |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Holmes, Robert, Wendell | Partner | Mar 2018 (8y) | ≈ 18.75% – 50% via Black Knight Group | |
| Michael Scott Christians | Owner | Mar 2018 (8y) | ≈ 18.75% – 50% via Black Knight Group | |
| Easter, Chris, Ray | Partner | Sep 2021 (5y) | ≈ 18.75% – 50% via Black Knight Group | |
| Dennis Patrick Berry | Registered representative | Mar 2020 (6y) | ||
| Jonathan Melehan | Registered representative | Nov 2020 (6y) | ||
| Carl M Kielbasa | Registered representative | May 2021 (5y) | ||
| Malissa Marie Mc Nanna | Registered representative | Dec 2023 (3y) | ||
| Tanner Dallas | Registered representative | Jul 2024 (2y) | ||
| Katrina L Robertson | Registered representative | Oct 2024 (2y) | ||
| Richard Lee Kagy | Registered representative | Jan 2025 (2y) | ||
| Lance Enoch Purcell | Registered representative | CFP | May 2025 (1y) | |
| Brentt Shropshire | Registered representative | Jul 2025 (1y) | ||
| Matthew Bitter | Registered representative | Aug 2025 (1y) | ||
| Christopher John Corjay | Registered representative | Jan 2026 (1y) | ||
| Justin Lewis Lero | Registered representative | Mar 2026 (0y) | ||
| Jonathan Seth Hendler | Registered representative | Jul 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Black Knight Group | Owner | Mar 2022 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Holmes, Robert, Wendell: 25% – 50% of Black Knight Group × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Michael Scott Christians: 25% – 50% of Black Knight Group × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Easter, Chris, Ray: 25% – 50% of Black Knight Group × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/17/2026 | 1.04 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $259M (48% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 04, 2026.
View current Form ADV (SEC/IAPD) ↗