Kelda Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Kelda Wealth Management LLC provides wealth management and financial planning to individuals and high-net-worth individuals, including investment management, retirement and college planning, business planning, insurance and estate planning reviews, and tax-aware advice. The firm offers continuous discretionary portfolio management and may also deliver standalone financial plans for a fixed fee.
The advisor is a fee-only firm that builds portfolios using a mix of passive and active strategies informed by modern portfolio theory, focusing on asset allocation across stocks, bonds, mutual funds and ETFs and tailoring plans to clients’ goals and risk tolerance. Clients generally must establish custody at the firm’s recommended custodian (Charles Schwab), accounts are reviewed at least semi-annually, and fixed-fee planning engagements are offered in the $2,000–$5,000 range.
Notable features for a newly formed firm include its recent formation (December 2025) and its reported zero assets under management and zero clients as of December 31, 2025, indicating an early-stage advisory practice. The firm maintains a legacy-client fee schedule that provides materially different straight-tier pricing for clients who have been with the firm since its founding, its principal holds the CFP® certification and is a licensed insurance agent who is not selling insurance products, and the firm discloses it does not accept third-party commissions, does not participate in wrap programs, and generally does not vote client proxies.
Client services
Expertise
Demographic focus
Fee options
Financial Planning fixed fee ranging from $2,000 to $5,000 (negotiable)
$0 - $1,000,000: 1.25% $1,000,001 - $2,000,000: 1.00% $2,000,001 - $3,000,000: 0.90% $3,000,001 - $4,000,000: 0.80% $4,000,001 - $5,000,000: 0.70% Above $5,000,000+: Negotiable
$350 per hour billed if Financial Planning fixed fee contract is terminated early
Account minimum: $600,000 to open or maintain an account under management (may be waived or reduced case-by-case) Fee-only: Fee-only firm, no commissions or sales-related compensation
Main office
Cuyahoga Falls OH
Advisors at this office
1
Most active in
Louisiana · Ohio
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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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.
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