Klein Wealth Management, LLC
Klein Wealth Management, LLC (CRD# 307078) is a financial advisory firm headquartered in Saint Johns, FL. They manage $13,591,010 in 64 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Klein Wealth Management, LLC
By the Numbers
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Total Assets Under Management14MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$212,360
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, TX
Financial Advisors at Klein Wealth Management, LLC
1
Bryan Klein (CRD# 4484689) is an Investment Advisor Representative working at Klein Wealth Management, LLC in Saint Johns, FL and has over 22 years of experience in the finance industry.
2
Noah Strunk (CRD# 4970128) is an Investment Advisor Representative working at Klein Wealth Management, LLC in Saint Johns, FL and has over 18 years of experience in the finance industry.
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