# KLD Wealth Management

> KLD Wealth Management is a state-registered investment advisory firm in Lebanon, OH, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 1, 2026.

- CRD: 330287
- Filed as: KLD WEALTH MANAGEMENT
- Legal name: KLD Wealth Management LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Lebanon, OH
- Filing period: October 2026
- Form ADV filing dated: September 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330287
- AdvisorCensus page: https://advisorcensus.com/firm/kld-wealth-management-lebanon-oh-330287

## Quick answers

**How is KLD Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), KLD Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is KLD Wealth Management located?**
KLD Wealth Management's principal office is in Lebanon, OH, according to its Form ADV.

**Is KLD Wealth Management registered with the SEC or a state?**
KLD Wealth Management is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330287.

**How much does KLD Wealth Management manage?**
KLD Wealth Management reports $8,600,892 in regulatory assets under management in its Form ADV filing dated September 1, 2026 (100% discretionary).

**What types of clients does KLD Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (21); high net worth individuals (2).

**Does KLD Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330287

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $8,600,892
- Discretionary: $8,600,892
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 21 | $5,702,588 |
| High net worth individuals | 2 | $2,898,304 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: KY, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kldwealth.com
- Facebook @kldwealth
- Instagram @kldwealth
- LinkedIn @kldwealth
- LinkedIn @dwiedmeyer

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. KLD Wealth Management (CRD 330287): Form ADV filing data as of October 2026.