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.