|
⚲
|
| 2 Knights Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 307238 |
| SEC # | 801-124807 |
| CIK # | |
| AUM | $127.3 M (2026-04-17) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 216-798-5511 |
| Address | 30195 Chagrin Blvd, 118N Pepper Pike, OH 44124 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 8.3 |
| (b) Individuals (high net worth individuals) | 34 | 108.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 8.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.3 |
| (n) Other | 0 | 0.0 |
| Total | 62 | 127.3 |
| By Discretionary | ||
| Discretionary | 58 | 115.9 |
| Non-Discretionary | 4 | 11.4 |
| Total | 62 | 127.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 127.3 | |
| Total | 62 | 127.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Willow Financial LLC
✚
|
AR | 0.1 |
|
Align Advisor Group LLC
✚
|
NJ | 0.1 |
|
Hidden Hills Wealth LLC
✚
|
0.1 | |
|
S Capital Wealth Advisors LLC
✚
|
MN | 0.1 |
|
Cardinal Retirement Planning Inc
✚
|
0.1 | |
|
Luminescent Wealth Management Inc
✚
|
AZ | 0.1 |
|
Fairchild Financial Advisors Inc
✚
|
CA | 0.1 |
|
AXIM Wealth Management LLC
✚
|
OH | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Oxley Harry KEIR
✚
|
CA | 0.1 |