# Klein Wealth Management

Klein Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 307078
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/307078

## About

KLEIN WEALTH MANAGEMENT, LLC is a state-registered investment adviser in SAINT JOHNS, FL. The firm manages approximately $17 million in regulatory assets. It has 2 employees and 2 investment advisers.

## Questions

### How can I verify Klein Wealth Management's regulatory status?

Klein Wealth Management, LLC filed as a registered investment advisor with the SEC, confirming its regulatory status. The firm's investment adviser public disclosure (IAPD) report can be accessed via the SEC's website for additional details.

### Does Klein Wealth Management invest directly or act as a fund-of-funds?

No information has been published about whether Klein Wealth Management pursues direct investments or fund-of-funds strategies. The firm's approach to capital deployment is not publicly known.

## Related profiles

- [Seaport Research Partners](https://altss.com/profile/seaport-research-partners-llc)
- [Greeley Wealth Management](https://altss.com/profile/greeley-wealth-management)

---

Last updated: 2026-07-06T01:24:19.778Z

Canonical page: https://altss.com/profile/klein-wealth-management-llc

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology