PEPPER PIKE, OHCRD 307238Latest ADV April 17, 2026
2 Knights Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Pepper Pike, OH. Its latest Form ADV filing, dated April 17, 2026, reports $127M in regulatory assets under management, 2 employees, and 62 accounts.
Assets Under Management
$127M
Employees
2
Offices
--
Total Clients
59
Primary office
PEPPER PIKE, OH
30195 CHAGRIN BLVD, #118N, PEPPER PIKE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
34
2
Individuals
42.4%
25
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$127Mas of April 17, 2026
Discretionary91.0%
$116M
91% of total RAUM91.0%
Non-discretionary9.0%
$11M
9% of total RAUM9.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$127M
Total Accounts62
10Y AUM Change+$23M (+22.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee30:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.