SourcingSourcing

2 KNIGHTS WEALTH MANAGEMENT, LLC

C48
CRD 307238·SEC 801-124807·PEPPER PIKE, OH
AUM
$127.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$382K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
2 KNIGHTS WEALTH MANAGEMENT, LLC
CRD
307238
SEC file #
801-124807
EIN
—
DBA names
—

Economics

AUM
$127.3M
AUM band
$100M-$500M
AUM trajectory
'23'26
$104.1M → $127.3M▲ +22%
Client mix
Individuals High Net Worth34
Individuals Other25

Operations

Employees (total)
2
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'23'26
2 advisors → 2 advisors▬ 0%
Primary office
PEPPER PIKE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
04/17/2026
ADV-W filed at
—
Website
2knightswealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MEHRA, RAKESH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
MEHRA, RAKESH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
2KNIGHTSWEALTH.COM
Rdap Domain Creation Date
2019-12-03T16:52:16Z
Rdap Firm Age Years
7
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-12-03T16:52:16Z
Rdap Domain Last Changed
2025-12-04T11:02:11Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
4362493
Trust Company Affiliate
No

People (2)

2
MEHRA, RAKESH
IAR · Direct Owner · 87.5%
4362493
Venera F Izant
IAR
4318449