← Back to search
KLEIN WEALTH MANAGEMENT, LLC
CRD 307078
503 CLOISTERBANE DRIVE, SAINT JOHNS, FL, 32259, United States
Phone
904-910-1426
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$16.8M
Discretionary AUM
$16.8M
Team
2 total employees; 2 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $629K |
| High net worth individuals | 20 | $16.1M |
Official SEC filing: View on IAPD