CRD: 307238
2 Knights Wealth Management, LLC
$127.3M Total AUM
$115.9M Disc. AUM
-- 3Y CAGR
2 Employees
59 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-06-2020
- Office Locations
- 1
Office Locations
30195 Chagrin Blvd, #118n Pepper Pike OH
About 2 Knights Wealth Management, LLC
2 Knights Wealth Management is an Ohio-based RIA serving retail and institutional clients with discretionary portfolio management and portfolio construction, alongside insurance planning. The firm’s SMA approach is ETF-led with meaningful fixed income exposure, and it custodians client assets primarily at Charles Schwab and Fidelity/NFS.
Team overview
-- AVG AGE
$63.7M AVG AUM / ADVISOR
$2.2M AVG AUM / CLIENT
3.4 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
5yrs Firm Age
Insights
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Asset Classes
Catalyst Optima unison
Custodian
Optima alpha Legacy
Investment Vehicles
Ridge
Services
Optima legacy Vertex timber Vertex element
Owner & Executives
R
RAKESH MEHRA
Chief Compliance Officer, Investment Advisor
- CRD
- #4362493
- Ownership
- 75% or more
(662) 579-1514
vector.unison@meridiancapital.com
in linkedin.com/in/beacon-north
Showing 1 of 1 owners & executives
Unlock allContacts
V
Venera F Izant
--
- CRD
- #4318449
(342) 500-2751
vertex.ember@insightcapital.com
in linkedin.com/in/ember-focus
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,912,792 | $1,998,496 |
| Non-Discretionary | $11,432,826 | $2,858,207 |
| Total | $127,345,618 | $2,053,962 |
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Separately Managed Accounts
Total SMA Asset: $127,345,618
Equity - Exchange:
10.9% Cash:
11.2% Public Funds:
13.5% Corporate - Investment Grade:
21.6% Corporate - Non-Investment Grade:
18.3% Municipal Bonds:
19.9% U.S. Government/Agency:
4.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $657,083,148 | 10.9% |
| Cash | $675,168,005 | 11.2% |
| Public Funds | $813,818,577 | 13.5% |
| Corporate - Investment Grade | $1,302,109,724 | 21.6% |
| Corporate - Non-Investment Grade | $1,103,176,294 | 18.3% |
| Municipal Bonds | $1,199,628,866 | 19.9% |
| U.S. Government/Agency | $277,301,144 | 4.6% |
| Total | $6,028,285,758 | 100.0% |