K
CRD: 307078
Klein Wealth Management, LLC
Saint Johns, FL, 32259
9049101426
$16.8M Total AUM
$16.8M Disc. AUM
-- 3Y CAGR
2 Employees
33 ADV. Clients
6 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Alpha oak
- Established Date
- 01-27-2020
- Office Locations
- 1
Office Locations
503 Cloisterbane Drive Saint Johns FL
About Klein Wealth Management, LLC
Klein Wealth Management, LLC is a Saint Johns-based RIA. The firm has been operating for 6 years. Managing $16.8M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Financial Planning, Retirement Plans.
Team overview
44 AVG AGE
$8.4M AVG AUM / ADVISOR
$508.4K AVG AUM / CLIENT
5.8 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
6yrs Firm Age
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Asset Classes
Unison meridian
Investment Themes
Optima
Investment Vehicles
Vertex
Services
Quantum Meridian
Technology
Vertex
Owner & Executives
B
BRYAN KEITH KLEIN
Chief Executive Officer, Wealth Advisor
- CRD
- #4484689
- Ownership
- 75% or more
(231) 228-4150
beacon.vector@alphacapital.com
in linkedin.com/in/signal-fusion
Showing 1 of 1 owners & executives
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NOAH CHRISTIAN STRUNK
Wealth Advisor
- CRD
- #4970128
(562) 819-8251
vital.alpha@foundationcapital.com
in linkedin.com/in/oak-crest
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,776,678 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,776,678 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,776,678
Equity - Exchange:
41.1% Municipal Bonds:
13.8% Cash:
8.2% U.S. Government/Agency:
36.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,866,628,412 | 41.1% |
| Municipal Bonds | $626,751,146 | 13.8% |
| Cash | $372,417,347 | 8.2% |
| U.S. Government/Agency | $1,675,878,064 | 36.9% |
| Total | $4,541,674,969 | 100.0% |