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2 KNIGHTS WEALTH MANAGEMENT, LLC

UUID0ee17120-af05-59c0-a006-3c8c1fd7d4ec
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:54
Updated2025-10-23 02:23:54

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 307238 307238 1.0
sec_file_number 801-124807 801-124807

Profile

Websitehttp://www.2knightswealth.com
HQ CityPEPPER PIKE
HQ StateOH
HQ CountryUnited States
AUM (USD)
AUM As OfNone

ADV Metrics

Assets & Accounts

  • RAUM (total)106,937,361.0
  • RAUM (discretionary)99,154,696.0
  • Actionable assets94,528,966.0
  • Accounts57.0

Institutional Clients

  • Government AUM
  • Pension AUM1,753,142.0
  • Charitable AUM7,599,298.0
  • HNW AUM85,176,526.0

As of 2025-03-26 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.