A complete list of active advisors currently associated with Kelda Wealth Management LLC
Warmer can help you find a great advisor at Kelda Wealth Management LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Kelda Wealth Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cuyahoga Falls, OH
| 8
|
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