Kiplinger Wealth Advisors
Kiplinger Wealth Advisors is an SEC-registered mass-market adviser in Springboro, OH with $261.7M assets under management (AUM, regulatory AUM), +23% over one year. See who owns Kiplinger Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 116726, SEC 801-129277, data through 2026-03-27.
- AUM (assets under management / regulatory AUM)
- $261.7M (2026-03-27)
- Firm type
- Mass-Market Adviser
- Location
- Springboro, OH
- Employees
- 5
- Clients
- 434
- CRD
- 116726
- Ownership
- KIPLINGER, BRAD, ELLIOT; BUZEK, KENNETH, SAMUEL
How much AUM does Kiplinger Wealth Advisors have?
Kiplinger Wealth Advisors reported $261.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-27).
Who owns Kiplinger Wealth Advisors?
Disclosed owners and executives of Kiplinger Wealth Advisors include KIPLINGER, BRAD, ELLIOT, BUZEK, KENNETH, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.