| Owner | Title | From | %Ownership |
|---|---|---|---|
| KLR Wealth Management, LLC | Member | 07/2002 | > 75% |
| Dumas, Craig, R | Chief Operating Officer | 07/2009 | < 5% |
| Aptaker, Peri, Ann | Managing Director | 10/2008 | < 5% |
| KLR Holdings, Inc. | Owner | 12/2018 | > 75% |
| Tousignant, Michael, Thomas | Member | 01/2023 | 25-50% |
| Dean, Steven, Thomas | Chief Compliance Officer | 04/2023 | < 5% |
