$8.6M Total AUM
$8.6M Disc. AUM
-- 3Y CAGR
2 Employees
29 ADV. Clients
2 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm 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
1.2 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
Chief Compliance Officer, Owner
- CRD
- #6626957
- Ownership
- 75% or more
(467) 576-3509
vital.beacon@fusioncapital.com
in linkedin.com/in/harbor-peak
Showing 1 of 1 owners & executives
Unlock allContacts
TYLER ST. CLAIR AYRES
Wealth Management Manager
- CRD
- #6530439
(482) 786-9768
frontier.focus@horizoncapital.com
in linkedin.com/in/matrix-delta
Showing 1 of 2 contacts
Unlock allAssets 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
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% |