# KLD Wealth Management

KLD Wealth Management is a Multi Family Office based in Austin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Austin, United States
- **Region:** North America
- **Address:** Austin, TX, United States
- **Assets under management:** Undisclosed
- **Website:** kldwm.com
- **LinkedIn:** https://www.linkedin.com/company/kldwealth

## Regulatory record

- **CRD number:** 330287
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330287

## About

Life Planning. Values-Based Investing. | 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.

## Questions

### How does the firm structure its investment process?

KLD builds customized, multi-asset portfolios for each client family. Core allocations span public equities, municipal fixed income, and private alternatives including real estate and private equity. The firm emphasizes tax efficiency — particularly important in Texas where municipal bond income carries state-specific advantages — and integrates investment decisions with broader financial planning, rather than treating portfolio management as a standalone activity.

### Does KLD operate under a fiduciary standard?

Yes. KLD is registered as an investment advisor, which legally binds the firm to act as a fiduciary — placing client interests ahead of its own. This means the firm does not earn commissions on product sales, unlike advisors operating under a broker-dealer license. The RIA structure is central to how the firm positions itself, particularly in a market where commission-based private wealth management remains common.

### Is KLD affiliated with a larger financial institution or bank?

KLD Wealth Management operates independently, not as a division of a bank, wirehouse, or insurance company. This independence supports its fiduciary posture — the firm is not incentivized to distribute proprietary products or meet sales quotas from a parent institution. Its Austin headquarters and single-market focus further reflect a boutique, owner-operated structure rather than a scaled platform.

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- [CPA Synced Financial](https://altss.com/profile/cpa-synced-financial)
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Last updated: 2026-07-06T01:24:19.778Z

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