Unclaimed Profile

Rakesh Mehra

2 KNIGHTS WEALTH MANAGEMENT, LLC·PEPPER PIKE, Ohio

Clean record26 years registered2 KNIGHTS WEALTH MANAGEMENT, LLC

30195 CHAGRIN BLVD, #118N, PEPPER PIKE, OH 44124CRD# 4362493Firm CRD# 307238

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rakesh Mehra · PEPPER PIKE, OH

Registration

CRD #4362493 · 2 KNIGHTS WEALTH MANAGEMENT, LLC · 26 years registered

Brand Profile

Not yet started

Career History

2 KNIGHTS WEALTH MANAGEMENT, LLC

Dec 2020 – present

42 INVESTMENT ADVISORY GROUP, LLC.

Dec 2014 – Jul 2016

PEPPER PIKE, OH

NEW FRONTIERS ADVISORY GROUP, LLC.

Jun 2011 – Sep 2013

PEPPER PIKE, OH

RM INVESTMENT MANAGEMENT INC

Nov 1999 – Aug 2021

BEACHWOOD, OH

Registrations & Exams

Registration record

First registered · November 8, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

2 KNIGHTS WEALTH MANAGEMENT, LLC

CRD 307238 · SEC 801-124807

AUM

$90M

Regulatory assets under management

Employees

47 client accounts

Services offered by 2 KNIGHTS WEALTH MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

View all advisors at 2 KNIGHTS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Rakesh Mehra offer?

Rakesh Mehra specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PEPPER PIKE, Ohio for a consultation.

What are Rakesh Mehra's credentials?

Rakesh Mehra is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rakesh Mehra located?

Rakesh Mehra is based in PEPPER PIKE, Ohio, working with 2 KNIGHTS WEALTH MANAGEMENT, LLC. Their office serves clients in the PEPPER PIKE metropolitan area and surrounding communities.

How does Rakesh Mehra charge for services?

Rakesh Mehra's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is 2 KNIGHTS WEALTH MANAGEMENT, LLC?

2 KNIGHTS WEALTH MANAGEMENT, LLC has approximately 1 employees and manages $90M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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