2 KNIGHTS WEALTH MANAGEMENT, LLC

30195 Chagrin Blvd, #118n
Pepper Pike, Ohio 44124
Tel: 2167985511

About 2 KNIGHTS WEALTH MANAGEMENT, LLC

2 KNIGHTS WEALTH MANAGEMENT, LLC, formally registered with the SEC as 2 KNIGHTS WEALTH MANAGEMENT, LLC. The firm was established in 04/29/2022. They have over 1 offices throughout the country.

2 KNIGHTS WEALTH MANAGEMENT, LLC is a Pepper Pike, Ohio based Financial Planning firm with nearly $90,332,806 assets under management, offering retirement planning & investment advisory services to 47 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	307238
SEC#	801-124807
Assets Managed by Firm	$90,332,806
No. of Clients	47
No. of Advisors	1

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	47	$90,332,806
Individuals (other than high net worth individuals)	20	$9,722,303
High net worth individuals	24	$69,409,769
Pension and profit sharing plans	2	$4,038,070
Charitable organizations	1	$7,162,664

More Retirement Planning firms in Pepper Pike, Ohio:

Firm Name	Assets Under Management	Total Clients	Total Advisors
FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

Explore More Retirement Advisors in Pepper Pike, Ohio

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.