KLIMAX WEALTH MANAGEMENT, LLC

KLIMAX WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 133710). Regulatory assets under management: $48.3M.

Registration

• CRD: 133710
• Type: Registered investment adviser
• Phone: 609 273 5880
• Latest filing: 2026-01-15
• Regulatory AUM: $48.3M
• Non-discretionary AUM: $48.3M
• Clients: 1
• Accounts: 33

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 133710 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search