KLD Wealth Management Revenue

Financial Services • Lebanon, Ohio, United States • 1-10 Employees

KLD Wealth Management revenue & valuation

Annual revenue	$85,555
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$273,776
Total funding	No funding

Key Contact at KLD Wealth Management

David Wiedmeyer

Planner / Owner

Company overview

Headquarters	706 Deerfield Rd, Lebanon, Ohio 45036, US
Phone number	+19374045180
Website	kldwealth.com
NAICS	52
Founded	2024
Employees	1-10
Socials

KLD Wealth Management Email Formats

KLD Wealth Management uses 1 email format. The most common is {first initial}{last name} (e.g., jdoe@kldwealth.com), used 100% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@kldwealth.com	100%

About KLD Wealth Management

At KLD Wealth Management, we help Gen X and Millennial professionals align their money with what matters most. As a fee-only fiduciary based in Dayton, Ohio, we specialize in life planning and values-based investing that supports purpose-driven financial lives—not just portfolios. We believe money is a tool, not the goal. Whether you're planning for retirement, navigating a career transition, or building a legacy, we’re here to help you turn complexity into clarity, and intentions into action. Our approach blends modern financial planning with behavioral insight and a deep understanding of what it means to live a fulfilled life in today's world. Our Services: Comprehensive Financial Planning Investment Management Retirement Income Strategies Tax Optimization Estate & Legacy Planning 401(k) Plan Consulting Why Work With Us? We don’t sell products. We don’t earn commissions. We offer conflict-free advice tailored to your values and vision. You'll get a partner who listens first, plans thoughtfully, and always acts in your best interest.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Founder/Owner

Funding Data

KLD Wealth Management has never raised funding before.

KLD Wealth Management Tech Stack

Discover the technologies and tools that power KLD Wealth Management's digital infrastructure, from frameworks to analytics platforms.

reCAPTCHA

Security

Leaflet

Maps

Microsoft 365

jQuery Migrate

JavaScript libraries

jQuery

JavaScript libraries

Calendly

Appointment scheduling

HSTS

Security

Google Analytics

Analytics

Duda

CMS

styled-components

Development

Google Tag Manager

Tag managers

Nginx

Reverse proxies

Frequently asked questions

KLD Wealth Management is located in Lebanon, Ohio, US.

You can reach KLD Wealth Management at +19374045180.

KLD Wealth Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.

KLD Wealth Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

KLD Wealth Management was founded in 2024, making it 2 years old. The company has established itself as a significant player in its industry over this time.

KLD Wealth Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at KLD Wealth Management

David Wiedmeyer

Planner / Owner

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