K
Kelda Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Kelda Wealth Management LLC is a registered investment adviser that describes its clients as individuals and high net-worth individuals and offers wealth management and financial planning services. The firm provides continuous, discretionary investment management and optional financial planning analyses covering areas such as cash flow, retirement, tax and estate planning, college savings, business planning, and risk management.
The firm’s investment process emphasizes asset allocation, using Modern Portfolio Theory and a mix of fundamental analysis, passive and active vehicles (stocks, bonds, mutual funds, ETFs and cash equivalents) to align portfolios with clients’ risk tolerance and goals. KWM operates as a fee-only adviser that charges percentage-of-assets fees, aggregates household accounts for billing, engages in block trading for multiple accounts, and requires clients to custody assets at a recommended institutional custodian.
Notable features in the filing include that the firm is newly formed and registered (first ADV filing), reported zero assets under management as of the December 31, 2025 filing, and is operated by a single principal who serves as chief compliance officer and holds CFP® credentials. The brochure also discloses that KWM does not accept commissions, will not vote client proxies, does not participate in wrap programs, and may provide financial planning at no additional fee at the client’s election.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Business ownership considerations
General estate planning guidance
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Account minimum: $250,000 Fee-only: Fee-only firm; compensation solely from clients' advisory fees; no commissions
Main office location
Kelda Wealth Management LLC
Cuyahoga Falls OH, United States
Number of offices
1
Most active in
Kelda Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
Louisiana · Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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