What departments does Kaplan Wealth Management have?

Kaplan Wealth Management has employees across 1 departments including Finance.

What is the largest department at Kaplan Wealth Management?

The largest department at Kaplan Wealth Management is Finance with 2 employees.

Where are Kaplan Wealth Management employees located globally?

Kaplan Wealth Management has employees across 1 continents and 1 countries including United States Of America.

How has Kaplan Wealth Management's team size changed over time?

Kaplan Wealth Management's team has remained stable from approximately 3 to 3 employees based on available data.

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Kaplan Wealth Management Employee Directory

Financial ServicesVirginia, United States2-10 Employees

Kaplan Wealth Management is a financial services firm that provides comprehensive planning and investment guidance, emphasizing a consultative approach to help clients pursue their financial goals. The firm positions itself as a family CFO, focusing on building long-term relationships and coordinating with other professionals such as CPAs, insurance specialists, and attorneys to address wealth from accumulation to management. Based in Reston, Virginia, the firm serves individuals and families by integrating investment advisory and financial planning with relationship management to support broad financial decision-making. Founded in 1986, Kaplan Wealth Management operates in a space that blends asset accumulation with ongoing wealth stewardship, targeting clients who seek coordinated, multi-disciplinary financial oversight.

Kaplan Wealth Management Global Highlights

North America
4

United States Of America
4

Kaplan Wealth Management's Leadership

B. K.
Owner
Mobile Phone
Email
K. T.
Relationship Manager
Mobile Phone
Email
B. K.
Financial Advisor
Mobile Phone
Email
S. K.
Financial Advisor
Mobile Phone
Email

Kaplan Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Kaplan Wealth Management

Name

Title

Contact Info

Location

Last Update

B. K.
Owner
Mobile Phone
Email
United StatesVirginia
Apr 19, 2024
K. T.
Relationship Manager
Mobile Phone
Email
United StatesDistrict of Columbia
Oct 30, 2025
B. K.
Financial Advisor
Mobile Phone
Email
United StatesVirginia
May 25, 2026
S. K.
Financial Advisor
Mobile Phone
Email
United StatesVirginia
Jun 01, 2026

Frequently Asked Questions

What is Kaplan Wealth Management known for?

Kaplan Wealth Management was founded in 1986 operates in the Financial Services industry. Explore Kaplan Wealth Management's company overview page for more information.

What is Kaplan Wealth Management's most common email format?

Kaplan Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Kaplan Wealth Management email formats with LeadIQ.

How many employees does Kaplan Wealth Management have currently?

Kaplan Wealth Management has approximately 2 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Kaplan Wealth Management's key employees and leadership?

As of July 2026, Kaplan Wealth Management's key employees include:

Owner: B. K.
Relationship Manager: K. T.
Financial Advisor: B. K.
Financial Advisor: S. K.

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Kaplan Wealth Management Employee Directory

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