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

AUM Over Time

DateMar 2025
Total AUM$106.9M
Discretionary$99.2M
Non-Disc.$7.8M
Employees2
Clients0
DateDec 2024
Total AUM$90.3M
Discretionary$77.5M
Non-Disc.$12.9M
Employees1
Clients0
DateMar 2024
Total AUM$90.3M
Discretionary$77.5M
Non-Disc.$12.9M
Employees1
Clients0
DateDec 2023
Total AUM$107.7M
Discretionary$106.7M
Non-Disc.$1.1M
Employees2
Clients0
DateJan 2023
Total AUM$107.7M
Discretionary$106.7M
Non-Disc.$1.1M
Employees2
Clients0
DateJul 2022
Total AUM$104.1M
Discretionary$102.7M
Non-Disc.$1.4M
Employees2
Clients0
DateMar 2022
Total AUM$104.1M
Discretionary$102.7M
Non-Disc.$1.4M
Employees2
Clients0