KLR Wealth Management Named to 2019 Wealth Magnets Ranking of the Top 150 Firms by AUM
KLR Wealth Management, LLC was recently named one of the top 150 firms by assets under management by Accounting Today with $244,753,000 in assets as of December 31, 2018. The list identifies the 2019 Wealth Magnets Ranking of the Leading CPA Firms in financial planning.
“We are delighted to be recognized by Accounting Today as a top firm in our industry,” said Alan Litwin, Managing Director of KLR. “To be part of the 100 Million-Plus Club is an honor and speaks to our dedication to client service, our financial planning philosophies and our team’s hard work and efforts” added Peri Ann Aptaker, Managing Director of KLR Wealth Management LLC.
Accounting Today has been compiling the list of leading U.S. wealth management firms by assets under management for the past decade. To qualify for the ranking, the entity must be a CPA firm that has a financial planning practice (including subsidiaries and affiliates), and at least one of the financial planners in the practice must hold a CPA credential.