Kaplan Wealth Management, Inc.

Kaplan Wealth Management, Inc. (CRD# 167880) is a financial advisory firm headquartered in Reston, VA. They manage $85,500,505 in 329 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12110 Sunset Hills Road, Suite 600, Reston, VA 20190
https://www.linkedin.com/company/5367774
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    329
    ACCOUNTS
  • Average Account Value
    $259,880
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MD, NC, TX, VA

Financial Advisors at Kaplan Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Bradley Kaplan, financial advisor Reston VA
Bradley D. Kaplan
CRD#: 2923598
12110 Sunset Hills Road, Suite 600, Reston, VA 20190

Bradley Kaplan (CRD# 2923598) is an Investment Advisor Representative working at Kaplan Wealth Management, Inc. in Reston, VA and has over 26 years of experience in the finance industry.

2
Scott Kaplan, financial advisor Reston VA
Scott A. Kaplan
CRD#: 3148279
12110 Sunset Hills Road, Suite 600, Reston, VA 20190

Scott Kaplan (CRD# 3148279) is an Investment Advisor Representative working at Kaplan Wealth Management, Inc. in Reston, VA and has over 25 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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