2 KNIGHTS WEALTH MANAGEMENT, LLC
Adviser information for 2 KNIGHTS WEALTH MANAGEMENT, LLC last updated from Form ADV on March 25th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 44 | $77.5M |
| Non-Discretionary | 3 | $12.9M |
| Total | 47 | $90.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 20 | $9.7M |
| HNW Individuals | 24 | $69.4M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $4.0M |
| Charitable organizations | <5 | $7.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-124807 |
|---|---|
| SEC ERA File Number | 801-124807 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 307238 |
| Legal Entity Identifier | None |
Principal Office
30195 CHAGRIN BLVD, #118NPEPPER PIKE
OH
United States
Monday - Friday, 9AM TO 5PM
Tel: 2167985511, Fax: None
Websites
Chief Compliance Officer
RAKESH MEHRA
30195 CHAGRIN BLVD, #118N
PEPPER PIKE
OH
United States
Tel:
2167985511
C*********@********M
(Full email address available in API data)
Industry Affiliates
| LYNX CAPITAL GROUP LTD | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MEHRA, RAKESH | Individual | – | CCO & MEMBER | 01/2020 | > 75% |