KLD WEALTH MANAGEMENT

KLD WEALTH MANAGEMENT of LEBANON, OH is an SEC-registered investment adviser (CRD 330287). Regulatory assets under management: $8.6M.

Registration

• CRD: 330287
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330287 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search