# Klein Asset Management

Klein Asset Management is a Bank / Wealth / Trust based in Boca Raton, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boca Raton, United States
- **Region:** North America
- **Address:** Boca Raton, FL, United States
- **Assets under management:** Undisclosed
- **Website:** https://kleinwealth.com

## Regulatory record

- **CRD number:** 136536
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136536

## About

Klein Asset Management is a state-registered investment adviser with $14 million in regulatory assets under management. The firm has one employee and one investment adviser. It operates with a team of two.

## People

- Robert Klein — Founder

## Questions

### Who runs investment decisions at Klein Asset Management?

Robert Klein serves as the firm's founder and primary investment decision-maker. The high-touch service model concentrates portfolio management authority within a small senior team rather than dispersing it across a broad analyst pool. Day-to-day allocations across public equities, fixed-income, and direct real estate are managed in-house.

### What is Klein Asset Management's typical investment mandate?

The firm manages multi-generational portfolios with an emphasis on capital preservation and income generation. Allocations center on dividend-paying large-cap equities, municipal bonds, and direct real estate in Palm Beach and Broward counties. The mandate explicitly avoids venture capital and hedge-fund exposure, focusing instead on durable assets with predictable cash flows.

### Does Klein Asset Management invest outside of Florida real estate?

The firm's disclosed real estate activity is concentrated in Palm Beach and Broward counties, reflecting a hyperlocal sourcing model. Principals personally inspect potential acquisitions and oversee property management locally. There is no public record of out-of-state real estate commitments.

### How does Klein Asset Management coordinate with a client's other advisors?

The firm coordinates with external legal and CPA networks on estate planning and trust administration, functioning as the central hub for a client's financial affairs. Coordination is conducted on an as-needed basis rather than through a captive in-house legal or tax department, preserving flexibility to match specialists to specific family situations.

## Related profiles

- [Klay Capital](https://altss.com/profile/klay-capital)
- [Klein Pavlis & Peasley Financial](https://altss.com/profile/klein-pavlis-peasley-financial)

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Last updated: 2026-06-03T20:00:00.000Z

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