Rakesh Mehra
Investment adviser representative at 2 Knights Wealth Management, LLC
33 yearsExperience
1 stateRegistered in
CFADesignation
$127.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
33 years in the industry.
- 2 Knights Wealth Management, LLCDec 2020 to now
- Rm Investment Management, Inc.Apr 1993 to now
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (OH).
2 Knights Wealth Management, LLC
$127.3MAssets managed
59Clients
2Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4362493
- Firm CRD
- 307238