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BLACK KNIGHT WEALTH MANAGEMENT, LLC

· CRD 305515 · IAPD ↗ · opgadvisors.com · 972-786-6527

$539.2MRegulatory AUM
10Advisory reps
14Employees
0Clients
251-500Planning clients
0Private funds
15States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
September 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in MA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
September 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
April 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 7 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
70
April 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($240.0M -> $539.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
April 2026 — BLACK KNIGHT WEALTH MANAGEMENT, LLC grew from 7 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in MI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
August 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 5 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
25
June 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC changed its website from blackknightwm.com to opgadvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
June 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
April 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in CA, FL, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
April 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC reported RAUM up 47% ($163.2M -> $240.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
67
April 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
February 2025 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
October 2024 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
50
August 2024 — BLACK KNIGHT WEALTH MANAGEMENT, LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2024 — BLACK KNIGHT WEALTH MANAGEMENT, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
March 2024 — BLACK KNIGHT WEALTH MANAGEMENT, LLC reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.