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Building 22 KNIGHTS WEALTH MANAGEMENT, LLC

Map pinPEPPER PIKE, OH
Phone2167985511
NotebookSEC #801-124807
Total AUM
$127.3M
Employees
2
Clients
62

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
30195 CHAGRIN BLVD, #118N
PEPPER PIKE
OH 44124
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
2167985511

ReceiptFinancials

Total AUM
$127.3M
Accounts
62
Discretionary
$115.9M
Accounts
58
Non-Discretionary
$11.4M
Accounts
4

ContactClients

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Individual Clients
25
AUM
$8.3M
HNW Individual Clients
34
AUM
$108.9M
Pension/Profit Sharing Plan Clients
1
AUM
$1.8M
Charitable Organization Clients
1
AUM
$8M
Corporation or Business Clients
1
AUM
$317.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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