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KLD WEALTH MANAGEMENT
KLD WEALTH MANAGEMENT LLC
CRD 330287
706 DEERFIELD RD., LEBANON, OH, 45036, United States
Phone
(937) 404-5180
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$8.6M
Discretionary AUM
$8.6M
Team
2 total employees; 2 advisory reps; 6 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersTAX PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 21 | $5.7M |
| High net worth individuals | 2 | $2.9M |
All web addresses on file
Official SEC filing: View on IAPD