# KAPLAN WEALTH MANAGEMENT, INC.

KAPLAN WEALTH MANAGEMENT, INC. of RESTON, VA is an SEC-registered investment adviser.

## Registration

- CRD: 167880
- Type: SEC-registered investment adviser
- SEC file number: 801-78074
- Location: 11710 PLAZA AMERICA DR, RESTON, VA, 20190
- Phone: (703) 352-1780
- Latest filing: 2026-03-18
- Regulatory AUM: $89.0M
- Discretionary AUM: $89.0M
- Clients: 4
- Accounts: 287

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/167880/brochure
- Similar advisers: https://search.stillhousedata.com/firm/167880/similar
- Related entities: https://search.stillhousedata.com/firm/167880/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/167880

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.