Klein Wealth Management, LLC

Overview

Klein Wealth Management, LLC is an independent, Florida-registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individuals, families and small-business owners through financial planning and discretionary portfolio management. Its fee model combines a percentage-of-assets component with hourly billing for some advisory services. Klein does not position itself as an ESG investor and operates on a single-state basis rather than as a multistate adviser or capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices