9AT: 2 KNIGHTS WEALTH MANAGEMENT, LLC

Adviser Profile

As of Date	04/17/2026
Registration	SEC, Approved, 04/29/2022
Other registrations (1)	Ohio, Terminated, 05/06/2022
ADV Location	PEPPER PIKE, OH, United States
Contact Info	216 xxxxxxx
Websites

AUM^*	127,345,618 41%
of that, discretionary	115,912,792 50%
Number of Employees	2 100%
of those in investment advisory functions	2 100%
Private Fund GAV^*	0
Avg Account Size	2,053,962 7%
% High Net Worth	52.31% 2%
SMA’s	No
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser BEESE FULMER PRIVATE WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM2.1b	#Funds-
Adviser STRATEGIC WEALTH MANAGEMENT GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM832.9m	#Funds-
Adviser WEALTHSTREAM ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.5b	#Funds-
Adviser PRINCETON CAPITAL MANAGEMENT LLC	Hedge Fund22.5m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV22.5m	AUM435.5m	#Funds2
Adviser NARUS FINANCIAL PARTNERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM559.0m	#Funds-
Adviser R.J. CLOUD ADVISORS & COMPANY	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM171.3m	#Funds-
Adviser PLATT WEALTH MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM390.6m	#Funds-
Adviser OLISTICO WEALTH, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM371.5m	#Funds-
Adviser PINNACLE WEST ASSET MANAGEMENT INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM245.9m	#Funds-
Adviser ARJUNA CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund100.1m	Other Fund18.1m	Total Private Fund GAV218.3m	AUM642.4m	#Funds7

Brochure Summary

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.

2 KNIGHTS WEALTH MANAGEMENT, LLC

2 KNIGHTS WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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2 KNIGHTS WEALTH MANAGEMENT, LLC 2 KNIGHTS WEALTH MANAGEMENT, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

2 KNIGHTS WEALTH MANAGEMENT, LLC

2 KNIGHTS WEALTH MANAGEMENT, LLC