CCO & Member · 2 Knights Wealth Management, LLC
Rakesh Mehra
CRD 4362493 · Named on Form ADV at one SEC-registered adviser
At a glance
2 Knights Wealth Management, LLC, an SEC-registered wealth manager based in Pepper Pike, OH with $127 million in regulatory assets, lists Rakesh Mehra on its Form ADV as CCO & Member, a control person.
Firms and roles
- 2 Knights Wealth Management, LLCCCO & MemberWealth manager · Pepper Pike, OH · $127M in regulatory assets
AtlasMembers
Rakesh’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Rakesh’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.