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2 KNIGHTS WEALTH MANAGEMENT, LLC
CRD 307238File 801-124807
APPROVED
Retail clients
Filing as of Apr 17, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$127.3M
Bottom 25% of cohort (national)
Discretionary AUM
$115.9M
Non-discretionary $11.4M
Clients
59
62 accounts
Employees
2
Bottom 25% of cohort in OH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 29, 2022
- Principal office
- 30195 CHAGRIN BLVD, #118N, PEPPER PIKE, OH, 44124
- Phone
- 2167985511
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $127.3M
- Discretionary AUM
- $115.9M
- Non-discretionary AUM
- $11.4M
- Discretionary accounts
- 58
- Non-discretionary accounts
- 4
- Total accounts
- 62
- AUM per client
- $2.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $317K |
| Charitable organizations | Fewer than 5 | $8.0M |
| High net worth individuals | 34 | $108.9M |
| Pension and profit sharing plans | Fewer than 5 | $1.8M |
| Individuals (other than high net worth individuals) | 25 | $8.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.