RIA Intelligence

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD #307238 SEC #801-124807 PEPPER PIKE, OH 2167985511
SEC Registered
Total AUM
$106.9M
Discretionary
$99.2M
Employees
2
Clients
--
Accounts
57

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MEHRA, RAKESHICCO & MEMBERE Control
MEHRA, RAKESHICCO & MEMBERE Control
MEHRA, RAKESHICCO & MEMBERE Control
CHAIT, BRIAN, MARTINIMEMBERD Control
CHAIT, BRIAN, MARTINIMEMBERD Control
CHAIT, BRIAN, MARTINIMEMBERD Control
CHAIT, BRIAN, MARTINIMEMBERD Control
MEHRA, RAKESHICCO & MEMBERD Control
MEHRA, RAKESHICCO & MEMBERD Control
MEHRA, RAKESHICCO & MEMBERD Control
MEHRA, RAKESHICCO & MEMBERD Control

Registrations

Federal

IA
Mar 26, 2025 REGISTERED

Notice Filings (4)

CA CO FL OH

Address

30195 CHAGRIN BLVD, #118N
PEPPER PIKE, OH 44124
United States
Phone: 2167985511