KAPLAN WEALTH MANAGEMENT, INC. of RESTON, VA is an SEC-registered investment adviser (CRD 167880). Regulatory assets under management: $89.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities.
| Name | Role | Location |
|---|---|---|
| STAFF MICHAEL THEODORE | MEMBER | — |
| PURCELL JOHN PETER | MEMBER | — |
| FLOOD KEITH OWEN | CHIEF COMPLIANCE OFFICER | — |
| KAPLAN HARRY THOMAS | MANAGING MEMBER | — |
| KAPLAN SCOTT ANDREW | CHIEF COMPLIANCE OFFICER | — |