KLEIN WEALTH MANAGEMENT, LLC

KLEIN WEALTH MANAGEMENT, LLC of SAINT JOHNS, FL is an SEC-registered investment adviser (CRD 307078). Regulatory assets under management: $16.8M.

Registration

• CRD: 307078
• Type: Registered investment adviser
• Location: 503 CLOISTERBANE DRIVE, SAINT JOHNS, FL, 32259
• Phone: 904-910-1426
• Latest filing: 2026-01-08
• Regulatory AUM: $16.8M
• Discretionary AUM: $16.8M
• Clients: 2
• Accounts: 71

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 307078 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search