2 KNIGHTS WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2022

Total AUM

$127M

Discretionary

$116M

91% of AUM

Avg account

$2.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: PEPPER PIKE, Ohio
CRD number: 307238
Registered since: April 29, 2022
Website: www.2knightswealth.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI85.54%
Individuals6.51%
Charitable Organizations6.3%
Pension & Profit Sharing Plans1.4%
Corporations / Businesses0.25%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

2 Knights Wealth Management, LLC is a privately owned limited liability advisory firm that registered with the SEC in 2022. The firm serves individual and family clients and charges fees based on a percentage of assets under management. Its core advisory work centers on portfolio management for individuals and small businesses, with additional capacity to manage portfolios for businesses or institutional clients. The adviser is structured as an individually owned entity, is not positioned as a capital allocator, and does not identify as an active ESG investor or a multistate adviser.