Investment adviser · CRD 167880

KAPLAN WEALTH MANAGEMENT, INC.

Investment adviser filing (IA)

RESTON, VA, United States · Form ADV filed Sep 25, 2013

Regulatory AUM
$20.2M
Form ADV · Item 5.F
Client accounts
88
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Sep 25, 2013. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

11107 SUNSET HILLS ROAD, SUITE 110
RESTON, VA, 20190, United States

CRD 167880

Filing source

Form ADV 757227 · Sep 25, 2013 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.