9AT: 2 KNIGHTS WEALTH MANAGEMENT, LLC

2 KNIGHTS WEALTH MANAGEMENT, LLC

2 KNIGHTS WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	04/17/2026
Registration	SEC, Approved, 04/29/2022
Other registrations (1)	Ohio, Terminated, 05/06/2022
ADV Location	PEPPER PIKE, OH, United States
Contact Info	216 xxxxxxx
Websites

AUM^*	127,345,618 41%
of that, discretionary	115,912,792 50%
Number of Employees	2 100%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	2,053,962 7%
% High Net Worth	52.31% 2%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

116M 99M 83M 66M 50M 33M 17M

2022 2023 2024 2025 2026

Discretionary

Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary

Overview

OWNERSHIP/ADVISORY HISTORY 2 Knights Wealth Management, LLC (“we”) is an Ohio limited liability company founded in 2020 by Rakesh Mehra. We became registered as an Ohio investment adviser in March 2020. In March 2022, we registered with the U.S. Securities and Exchange Commission. ADVISORY SERVICES OFFERED We provide personalized confidential investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations and small businesses. Advice is provided through consultation with clients and may include: determination of financial objectives, identification of financial problems, cash flow management, investment management, education funding and retirement planning. We are strictly a fee only investment management firm. We do not sell products or services for which we receive commissions. We are not affiliated with entities that sell financial products or securities. No commissions in any form are accepted. No finder’s fee is accepted. Other professionals (e.g., financial planners, lawyers, accountants, insurance agents, etc.) are engaged directly by the client

on an as needed basis. Conflicts of interest will be disclosed to the clients if they occur. All current clients have signed investment management agreements that grant full discretion to us, however in certain cases clients are consulted prior to trades being executed. The goals and objectives for each client are discussed with the client. In some cases, a formal investment policy statement is created that reflects your goals and objectives. You may impose restrictions on investing in certain types of securities, sectors or countries which are reflected in the investment policy statement. On more than occasional basis we furnish advice to clients on matters not involving securities such as education and retirement planning. TAILORED SERVICES The goals and objectives for each client are documented before any investing takes place. Clients may impose restrictions on investing in certain securities or types of securities. WRAP PROGRAM We do not sponsor or manage a wrap fee program. CLIENT ASSETS MANAGED As of December 31, 2023, we manage $77,465,806 in discretionary assets and $12,867,000 in non-discretionary assets.