Rakesh Mehra has been CCO & Member of 2 Knights Wealth Management since January 2020, is a control person of the firm and directly owns 75% or more of it. Rakesh Mehra holds a BS in Accounting from Punjab University and an MBA from Weatherhead School of Management, Case Western Reserve University.
2 Knights Wealth Management, LLC is a Pepper Pike, OH firm with $127M under management, 59 clients and 2 advisers in one office, as of its April 2026 filing.
Rakesh Mehra is Co-Founder of 2 Knights Wealth Management, LLC. He is founder of RM Investment Management, Inc., an investment advisory company formed in 1993. He joined Greenleaf Capital Management as an analyst in 1987 and was eventually made Director of Research.
Rakesh Mehra’s longest registration was 21 years at RM Investment Management Inc (1999–2021). Before joining 2 Knights Wealth Management in 2020, Rakesh Mehra was registered through 42 Investment Advisory Group, LLC. and New Frontiers Advisory Group, LLC.
- – present · 5 yearsPepper Pike, OH · Adviser representative · Firm CRD 307238
- 42 Investment Advisory Group, LLC.– · 1 yearPepper Pike, OH · Adviser representative · Firm CRD 172633
- New Frontiers Advisory Group, LLC.– · 2 yearsPepper Pike, OH · Adviser representative · Firm CRD 154963
- RM Investment Management Inc– · 21 yearsBeachwood, OH · Adviser representative · Firm CRD 106575
Professional designations
Listed by 2 Knights Wealth Management
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Rakesh Mehra is registered as an investment adviser representative in Ohio, since December 2020.
- OhioSince 6 December 2020
Examinations
No examinations are on Rakesh Mehra’s record.
- CRD
- 4362493
- Firm
- 2 Knights Wealth Management · CRD 307238
- Role
- CCO & Member
- Office
- 30195 CHAGRIN BLVD, #118N, Pepper Pike, OH 44124
- Registration
- Investment adviser registration
- In the industry since
- November 1999
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 2knightswealth.com
Where does Rakesh Mehra work?
Rakesh Mehra has been CCO & Member of 2 Knights Wealth Management, LLC since January 2020, and is a control person of the firm.
Is Rakesh Mehra a financial advisor?
Yes. Rakesh Mehra has a current investment-adviser registration in Ohio, through 2 Knights Wealth Management since December 2020.
How many years of experience does Rakesh Mehra have?
Rakesh Mehra has 26 years in the financial industry, since November 1999, across 4 adviser firms.
Where did Rakesh Mehra work before 2 Knights Wealth Management?
Before 2 Knights Wealth Management, Rakesh Mehra was registered through 42 Investment Advisory Group, LLC., December 2014 to July 2016; New Frontiers Advisory Group, LLC., June 2011 to September 2013.
Where is Rakesh Mehra based?
Rakesh Mehra’s registered office is in Pepper Pike, OH.
Is Rakesh Mehra registered with FINRA?
No. Rakesh Mehra has no current broker registration.
Is Rakesh Mehra a CFA charterholder?
2 Knights Wealth Management lists Rakesh Mehra with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Rakesh Mehra’s record?
Search CRD 4362493 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Rakesh Mehra’s full registration record.