2 Knights Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
2 Knights Wealth Management reports 59 clients. They include 34 high-net-worth individuals and 25 individual clients. Of its assets, 91.0% ($116M across 58 accounts) are managed with discretion; $11.4M across 4 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 42% | 7% |
| High-net-worth individuals | 58% | 86% |
| Pension and profit-sharing plans | Fewer than 5 | 1% |
| Charitable organizations | Fewer than 5 | 6% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 25 | $8.28M | 6.5% | $331K |
| High-net-worth individuals | 34 | $109M | 85.5% | $3.2M |
| Pension and profit-sharing plans | Fewer than 5 | $1.79M | 1.4% | — |
| Charitable organizations | Fewer than 5 | $8.02M | 6.3% | — |
| Corporations and other businesses | Fewer than 5 | $317K | 0.2% | — |
| Total | 59 | $127M | 100% | — |
- Clients
- 25
- Regulatory AUM
- $8.28M
- AUM share
- 6.5%
- Avg. per client
- $331K
- Clients
- 34
- Regulatory AUM
- $109M
- AUM share
- 85.5%
- Avg. per client
- $3.2M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.79M
- AUM share
- 1.4%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $8.02M
- AUM share
- 6.3%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $317K
- AUM share
- 0.2%
- Avg. per client
- —
Total
- Clients
- 59
- Regulatory AUM
- $127M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
2 Knights Wealth Management is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure.
Rakesh Mehra owns 75% or more of 2 Knights Wealth Management. It has 2 employees.
Leadership
Rakesh MehraCCO & Member
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of 2 Knights Wealth Management, LLC
Rakesh Mehra
Control person · since January 2020
2 Knights Wealth Management’s regulatory assets grew from $104M (July 2022) to $127M (April 2026); clients rose from 45 to 59 and employees were 2 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| April 2026 | $127M | 59 | 2 | 1 |
| March 2025 | $107M | 57 | 2 | 1 |
| March 2024 | $90.3M | 47 | 1 | 1 |
| January 2023 | $108M | 51 | 2 | 1 |
| July 2022 | $104M | 45 | 2 | 1 |
Besides its headquarters, 2 Knights Wealth Management has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 30195 Chagrin BLVD, #118N, Pepper PikeHQ
Contact and registration details
- Legal name
- 2 Knights Wealth Management, LLC
- Headquarters
- 30195 Chagrin BLVD, #118N, Pepper Pike, OH 44124
- Website
- 2knightswealth.com
- Phone
- 216-798-5511
- SEC file
- 801-124807
- Structure
- Ohio LLC
- Fiscal year end
- December
2 Knights Wealth Management uses Fidelity ($123M, 98%) and Charles Schwab ($2.14M, 2%) as custodians for its separately managed accounts. 2 Knights Wealth Management does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $123M98%
- Charles SchwabCharles Schwab & Co., Inc. · Newark, NJ · $2.14M2%
At year end, 2 Knights Wealth Management’s separately managed accounts were mostly in stocks (68%) and funds (13%).
What the accounts hold
- Stocks68%
- Funds13%
- Bonds6%
- Investment grade corporate bonds2%
- High-yield corporate bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash13%
How many clients does 2 Knights Wealth Management have?
2 Knights Wealth Management has 59 clients and manages $127 million for them, as of April 2026. They include 34 high-net-worth individuals and 25 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 17 April 2026
What services does 2 Knights Wealth Management offer?
2 Knights Wealth Management provides portfolio management for individuals and small businesses and portfolio management for institutions.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does 2 Knights Wealth Management use?
2 Knights Wealth Management’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $123M and Charles Schwab & Co., Inc. (Newark, NJ), with $2.14M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 17 April 2026
How many financial advisors does 2 Knights Wealth Management have?
2 Knights Wealth Management has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does 2 Knights Wealth Management invest in?
At the end of its last fiscal year, 2 Knights Wealth Management’s separately managed accounts held 68% exchange-traded equities, 13% registered funds (mutual funds, ETFs, BDCs), 13% cash and equivalents, 2% investment grade corporate bonds, 2% high-yield corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns 2 Knights Wealth Management?
2 Knights Wealth Management’s direct owner is Rakesh Mehra (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 17 April 2026
How does 2 Knights Wealth Management get paid?
2 Knights Wealth Management is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact 2 Knights Wealth Management?
2 Knights Wealth Management’s main office is at 30195 Chagrin BLVD, #118N, Pepper Pike, OH 44124. Its phone number is 216-798-5511. Its website is 2knightswealth.com.