David
Klepeisz
Accruent Wealth Advisors
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About this Advisor
David Klepeisz is a financial advisor based in Winston Salem, North Carolina with a total of 8 years of relevant experience. Klepeisz currently works for Accruent Wealth Advisors. During their career, Klepeisz has held roles at Cheeseburger In Paradise, Virginia Tech, Ameriprise Financial Services, Inc and Wealth Management Group, Inc. Klepeisz maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in North Carolina and Texas. Accruent Wealth Advisors is a financial advisory business that has its headquarters in Winston Salem, NC. It controls $129 million in assets among its 490 accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 490 customer accounts, 50% belong to high-net-worth clients who have greater than $1 million in assets. The firm offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fees typically are based on which services the firm provides the client. However, fee types charged by Accruent Wealth Advisors most likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Accruent Wealth Advisors Brokerage Details
$129,110,965
3
490
$263,492
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Klepeisz Work History
David has been registered as a financial advisor for 8 years.*
Wealth Management Group, Inc
Ameriprise Financial Services, Inc
Virginia Tech
Cheeseburger In Paradise
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Klepeisz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Accruent Wealth Advisors
Winston Salem, NC
Winston Salem, NC
Winston Salem, NC
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