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KLD Wealth Management

KLD Wealth Management. CRD 330287

KLD Wealth Management logo

CRD: 330287

KLD Wealth Management

Lebanon, OH, 45036
9374045180
www.kldwealth.com
$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Altruist
Clients
Retail
Platforms
Vital north
Established Date
04-15-2024
Office Locations
1

Office Locations

706 Deerfield Rd. Lebanon OH

About KLD Wealth Management

KLD Wealth Management is a fee-only, fiduciary RIA serving Millennial and Gen X couples in the Dayton/Southwest Ohio region, providing comprehensive financial planning and ongoing investment management with tax analysis and estate/legacy planning coordination. The firm also offers 401(k) consulting, uses an online client portal, and starts prospects with a one-page financial plan preview. Custody includes Altruist.

Team overview

31 AVG AGE
$4.3M AVG AUM / ADVISOR
$296.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
2yrs Firm Age

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Asset Classes

Summit Delta

Investment Themes

Atlas meridian Atlas

Investment Vehicles

Crest

Services

Eagle value Bridge insight Legacy signal Prime matrix Atlas momentum Unison Eagle harbor

Technology

Meridian vector

Owner & Executives

David Alan Wiedmeyer

David Alan Wiedmeyer

Chief Compliance Officer, Owner

CRD
#6626957
Ownership
75% or more
(467) 576-3509
vital.beacon@fusioncapital.com
in linkedin.com/in/harbor-peak

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Contacts

TYLER ST. CLAIR AYRES

TYLER ST. CLAIR AYRES

Wealth Management Manager

CRD
#6530439
(482) 786-9768
frontier.focus@horizoncapital.com
in linkedin.com/in/matrix-delta
Hunter Collier

Hunter Collier

--

CRD
#7351704
(442) 985-5660
glacier.atlas@radialcapital.com
in linkedin.com/in/value-bridge

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $8,600,892 --
Non-Discretionary $0 --
Total $8,600,892 --

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Separately Managed Accounts

Total SMA Asset: $8,600,892

$8.6M Total SMA
Public Funds:
54.2%
Equity - Exchange:
27.7%
Cash:
18.1%
Asset class Assets Assets %
Public Funds $2,567,160,700 54.2%
Equity - Exchange $1,311,999,103 27.7%
Cash $857,299,053 18.1%
Total $4,736,458,856 100.0%

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