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Kaplan Wealth Management, Inc.

Kaplan Wealth Management, Inc.. CRD 167880

Kaplan Wealth Management, Inc. logo

CRD: 167880

Kaplan Wealth Management, Inc.

Reston, VA, 20190
7033521780
www.kaplanwealth.com
$89.0M Total AUM
$89.0M Disc. AUM
-- 3Y CAGR
4 Employees
287 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Folio Investments ยท LPL Financial
Clients
Retail
Platforms
Horizon pioneerGlacier bridge
Established Date
05-31-2013
Office Locations
2

Office Locations

11710 Plaza America DR Suite 2000 Reston VA
-- Cape MAY NJ

About Kaplan Wealth Management, Inc.

Kaplan Wealth Management, founded in 1986, is an RIA and financial planning firm serving individuals and families with a consultative, relationship-driven approach. It follows a structured five-step process starting with a discovery meeting and builds diversified portfolios using modern investment products and technology, including ETFs and mutual funds. The firm coordinates with CPAs, insurance specialists, and attorneys; custody includes LPL Financial.

Team overview

-- AVG AGE
$44.5M AVG AUM / ADVISOR
$310.0K AVG AUM / CLIENT
13 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Focus north Horizon Frontier horizon Horizon element Quantum Eagle prime

Custodian

Prime signal Optima north Vital eagle Summit peak Catalyst wave Bridge

Investment Themes

Beacon ridge Radial Ember vertex

Investment Vehicles

Catalyst Glacier Vital signal

Services

Zenith Signal Quantum quantum Frontier unison Timber Catalyst signal Capital Bridge Atlas Horizon Pathway pathway Frontier

Technology

Timber vital North

Owner & Executives

BRADLEY DAVID KAPLAN

BRADLEY DAVID KAPLAN

WEALTH ADVISOR

CRD
#2923598
Ownership
50% but less than 75%
(799) 945-2453
ridge.element@peakcapital.com
in linkedin.com/in/pioneer-pioneer
SCOTT ANDREW KAPLAN

SCOTT ANDREW KAPLAN

Chief Compliance Officer, Financial Advisor

CRD
#3148279
Ownership
50% but less than 75%
(737) 931-4062
horizon.pioneer@quantumcapital.com
in linkedin.com/in/wave-zenith

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-25-2013
Category Assets AVG. Account size
Discretionary $88,964,079 $235,294
Non-Discretionary $0 $50,000
Total $88,964,079 $228,977

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Separately Managed Accounts

Total SMA Asset: $88,964,079

$89.0M Total SMA
Public Funds:
14.4%
Equity - Exchange:
38.0%
Municipal Bonds:
33.9%
Private Funds:
13.7%
Asset class Assets Assets %
Public Funds $650,705,992 14.4%
Equity - Exchange $1,717,140,813 38.0%
Municipal Bonds $1,531,870,357 33.9%
Private Funds $619,074,451 13.7%
Total $4,518,791,613 100.0%

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