KLEIN WEALTH MANAGEMENT, LLC

Overview

Klein Wealth Management, LLC is an independent, owner-operated RIA that focuses on fee-based financial planning and discretionary portfolio management for individuals, families and small businesses. The firm’s portfolio tilt is squarely toward listed equities and exchange-traded strategies, and it appears to run relatively concentrated, equity-first sleeve(s) for client accounts. Klein Wealth charges fees as a percentage of assets under management and also offers hourly billing for planning work, which supports a mix of ongoing investment management and project-based advice. Client service is delivered at a boutique scale: the adviser maintains a small client roster and emphasizes direct advisory relationships rather than institutional or pension consulting work. The firm does not identify as an ESG investor and is not structured as a multi-state advisory network, which suggests a locally focused footprint and compliance structure. Klein Wealth uses separately managed accounts as part of its implementation toolkit alongside exchange-traded holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices