Sign in
Create a free account
KAPLAN WEALTH MANAGEMENT, INC.
RESTON, VA
(703) 352-1780
SEC #801-78074Total AUM
$20.1M
Employees
4Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
11107 SUNSET HILLS ROAD
SUITE 110
RESTON
VA 20190
United States
SUITE 110
RESTON
VA 20190
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Monday - Friday
Phone
(703) 352-1780
Financials
Total AUM
$20.1M
Accounts
88Discretionary
$20M
Accounts
85Non-Discretionary
$150K
Accounts
3
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
MDNCTXVA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.