# KLD WEALTH MANAGEMENT

KLD WEALTH MANAGEMENT of LEBANON, OH is an SEC-registered investment adviser.

## Registration

- CRD: 330287
- Type: SEC-registered investment adviser
- Location: 706 DEERFIELD RD., LEBANON, OH, 45036
- Phone: (937) 404-5180
- Latest filing: 2026-06-08
- Regulatory AUM: $8.6M
- Discretionary AUM: $8.6M
- Clients: 2
- Accounts: 77

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330287/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330287/similar
- Related entities: https://search.stillhousedata.com/firm/330287/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330287

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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.