$48.3M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
62 ADV. Clients
21 yrs Firm Age
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- Custodian
- Morgan Stanley ยท UBS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-02-2005
- Office Locations
- 1
Office Locations
-- Metuchen NJ
About Klimax Wealth Management, LLC
Klimax Wealth Management provides customized wealth management and retirement planning focused on protecting principal and supporting retirement goals. The firm targets profitable small business owners, including DB Trust/pension plan strategies to overfund retirement with tax benefits. Typical brokerage minimum starts at $500k. Portfolios commonly use ETFs and can be custodied at Morgan Stanley or UBS.
Team overview
-- AVG AGE
$48.3M AVG AUM / ADVISOR
$779.1K AVG AUM / CLIENT
21.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
Available
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Available
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
K
KEUN SOO KIM MR.
Chief Compliance Officer, Managing Member, President
- CRD
- #4465610
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $48,303,523 | -- |
| Total | $48,303,523 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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