# Kleinhenz & Associates

Kleinhenz & Associates is a RIA based in Cleveland Heights, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Cleveland Heights, United States
- **Region:** North America
- **Address:** Cleveland Heights, OH, United States
- **Founded:** 2008
- **Assets under management:** Undisclosed
- **Website:** kleinhenzwealth.com
- **LinkedIn:** https://www.linkedin.com/company/kleinhenz-&-associates-inc.

## Regulatory record

- **Reports private funds:** No

## About

Kleinhenz & Associates set up in Cleveland Heights, Ohio in 2008 as a registered investment advisor focused on the local high-net-worth community. The firm directs its services at individual investors, families, trusts, estates and charitable organizations, building fully integrated wealth strategies rather than pushing discrete products. No single founder or named investment lead is disclosed in public materials, and the firm has not published any asset-level, team-size or capital-deployment figures. Where a peer RIA might publish a multi-asset-class investment menu, Kleinhenz's public footprint shows only broad advisory capabilities — investment management, portfolio management and wealth management. No named portfolio positions, direct-deal track records, stage preferences or co-investment structures surface in any primary source. The firm's geographic footprint appears confined to Northeast Ohio; no additional offices are listed. Attempts to establish scale, adjacent vehicles or recent operational milestones run into the same opaque wall. Kleinhenz does not maintain a LinkedIn company page, has issued no press releases captured in the research record, and lists no advocacy affiliations, philanthropy-linked entities or peer-group memberships. The absence of a disclosable figure even for professionals on staff underscores how tightly the firm holds its corporate information. The structural differentiator — to the degree one can be inferred — is precisely that extreme local embeddedness.

## Sectors

- Wealth Management

## People

- Gary Kleinhenz — President

## Questions

### Who runs investment decisions at Kleinhenz & Associates?

Gary Kleinhenz serves as President and is the named principal responsible for the firm's investment advisory and portfolio management functions.

### Is Kleinhenz & Associates structured as a broker-dealer or an RIA?

Kleinhenz & Associates is structured as a registered investment advisor (RIA), which subjects it to a fiduciary standard requiring it to act in the best interest of its clients. It is not a broker-dealer.

### What is Kleinhenz & Associates' known posture on co-investments or proprietary funds?

The firm does not publicly operate proprietary funds or co-investment vehicles. Its model is direct portfolio management for individual wealth holders rather than pooled capital aggregation.

### What types of clients does Kleinhenz & Associates serve?

The firm advises high-net-worth individuals, trusts, estates, and charitable organizations, with a client base concentrated in the Midwest and Northeast Ohio region.

### Does Kleinhenz & Associates publish its assets under management?

The firm does not publicly disclose its assets under management. As a small, privately held RIA, it is not required to and has chosen not to make that figure public.

## Related profiles

- [Kleinfelder Capital](https://altss.com/profile/kleinfelder-capital)
- [Kleinman Financial Services](https://altss.com/profile/kleinman-financial-services)

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Last updated: 2026-08-11T02:43:31.692Z

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