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KAPLAN WEALTH MANAGEMENT, INC.
CRD 167880 · SEC 801-78074
11710 PLAZA AMERICA DR, SUITE 2000, RESTON, VA, 20190, United States
Phone
(703) 352-1780
Fax
(703) 352-9116
Registration
— (—)
Source
State registered
Total AUM
$89.0M
Discretionary AUM
$89.0M
Team
4 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $38.5M |
| High net worth individuals | 86 | $50.4M |
All web addresses on file
Official SEC filing: View on IAPD