# K-L Wealth

> K-L Wealth (iPhone/iPad app by Kelman Lazarov Inc.)

- Source: https://appshunter.io/ios/app/k-l-wealth/id1577995566 (this page in markdown: same URL + `.md`)
- Developer: [Kelman Lazarov Inc](https://appshunter.io/developer/1577995568)
- Category: Finance, Business
- Price: Free
- Age rating: 4+
- Requires: iOS 13.4 · 38 MB
- Languages: English
- Released: 2021-07-24
- Data updated: 2026-05-19
- User reviews in markdown: https://appshunter.io/ios/app/k-l-wealth/id1577995566/reviews.md

## What is K?

This mobile app will allow you to view your account information including balances, performance, transactions, etc. It will also help you to easily contact your team at Kelman-Lazarov Inc.


## Version history (last 5 releases)

### 5.14.0 — 2024-09-10

- Custom date selection for in-depth portfolio review
- Users able to toggle between each version of their financial plan
- Planning customers may review behavioral finance results from BeFi20 & PulseCheck
- Managed account daily performance change, sort order, allocation grouping, realized gain/loss and household level transactions can be enabled and viewed in mobile!
- Bug Fixes

### 5.9.0 — 2024-04-10

- Bug fixes
- User experience improvements
- Added functionality to native Document Vault feature

### 5.5.2 — 2023-09-06

Bug fixes and performance enhancements.

### 5.4.0 — 2023-02-09

Bug fixes and performance updates

### 5.2.23 — 2022-08-03

Bug fixes and performance updates

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-05-19.*