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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD 307238

PEPPER PIKE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a64466b-63a4-4f2a-be9c-d9d7896eb1fd

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 30, 2022 to Apr 17, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.92 fund_share=0.0 institutional_share=0.08 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $127MItem 5.F on the latest filing (2026-04-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $116M
Private client RAUM: $117MderivedItem 5.D individuals plus high net worth individuals
Private client share: 92%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $63.7Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 2
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 62
Individual clients: 25
High net worth clients: 34
SEC number: 801-124807
CRD: 307238
Filings on the tape: 9
First filed: Mar 30, 2022
Latest filed: Apr 17, 2026
Organised: Limited Liability Company, OH
Website: 2knightswealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
RAKESH MEHRA	Chartered Financial Analyst	PEPPER PIKE, OH	5	33	3	no
Venera F Izant	n/a	PEPPER PIKE, OH	1	25	5	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MEHRA, RAKESH	CCO & MEMBER	E	yes	01/2020	Mar 30, 2022	Dec 5, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
LYNX CAPITAL GROUP LTD	n/a	Independent wealth	$287M	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 4 of 5

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Private funds	Fund GAV
2025	Apr 17, 2026	$127M	$116M	2	2	n/a	n/a
2024	Mar 26, 2025	$107M	$99.2M	2	2	n/a	n/a
2023	Mar 25, 2024	$90.3M	$77.5M	1	1	n/a	n/a
2022	Jan 30, 2023	$108M	$107M	2	2	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$127M	$107M	19.1%	$108M	5.7%	2	2	0	0

Relationships

Affiliated with (1)

→ LYNX CAPITAL GROUP LTDRegistered adviserother investment adviser, common control
factForm ADV

Registered with (3)

← Venera F IzantAdvisorregistration: current employment
Apr 22, 2025 to presentfactForm ADV
← RAKESH MEHRAAdvisorregistration: current employment
Dec 6, 2020 to presentfactForm ADV
← BRIAN MARTIN CHAITAdvisorregistration: previous registration
Dec 6, 2020 to Mar 25, 2024factForm ADV

Controls (1)

← MEHRA, RAKESHOwnerCCO & MEMBER, ownership code E, individual
Mar 30, 2022 to Dec 5, 2024factForm ADV

Dated events

Occurred
Mar 25, 2024
Control person left
Martin Brian Chait (Member) no longer on Schedule A of 2 Knights Wealth Management, Llc (listed 2023-12-04, absent 2024-03-25)
Form ADVobserved 5 days ago
Occurred
Mar 25, 2024
Advisor departed, no destination yet
Brian Martin Chait no longer registered at 2 Knights Wealth Management, Llc; no later IA registration on IAPD
Form ADVobserved 5 days ago
Occurred
Mar 30, 2022
First Form ADV filing
2 Knights Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a64466b-63a4-4f2a-be9c-d9d7896eb1fd
First observed: Mar 30, 2022
Last observed: Apr 17, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD 307238

PEPPER PIKE, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4a64466b-63a4-4f2a-be9c-d9d7896eb1fd

Data as of Apr 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:40 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

RAKESH MEHRA

Chartered Financial Analyst

PEPPER PIKE, OH

Venera F Izant

n/a

PEPPER PIKE, OH

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MEHRA, RAKESH

CCO & MEMBER

yes

01/2020

Mar 30, 2022

Dec 5, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

LYNX CAPITAL GROUP LTD

n/a

Independent wealth

$287M

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Apr 17, 2026

$127M

$116M

n/a

2024

Mar 26, 2025

$107M

$99.2M

n/a

2023

Mar 25, 2024

$90.3M

$77.5M

n/a

2022

Jan 30, 2023

$108M

$107M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$127M

$107M

19.1%

$108M

5.7%