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2 KNIGHTS WEALTH MANAGEMENT, LLC
CRD 307238 · SEC 801-124807
30195 CHAGRIN BLVD, #118N, PEPPER PIKE, OH, 44124, United States
Phone
2167985511
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$127.3M
Discretionary AUM
$115.9M
Team
2 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-17
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $8.3M |
| High net worth individuals | 34 | $108.9M |
States served
OH, FL
All web addresses on file
Official SEC filing: View on IAPD