Klein Wealth Management, LLC

Klein Wealth Management, LLC (CRD# 307078) is a financial advisory firm headquartered in Saint Johns, FL. They manage $13,591,010 in 64 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
503 Cloisterbane Drive, Saint Johns, FL 32259
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • Average Account Value
    $212,360
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, TX

Financial Advisors at Klein Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Bryan Klein, financial advisor Saint Johns FL
Bryan K. Klein
CRD#: 4484689
503 Cloisterbane Drive, Saint Johns, FL 32259

Bryan Klein (CRD# 4484689) is an Investment Advisor Representative working at Klein Wealth Management, LLC in Saint Johns, FL and has over 22 years of experience in the finance industry.

2
Noah Strunk, financial advisor Saint Johns FL
Noah C. Strunk
CRD#: 4970128
503 Cloisterbane Drive, Saint Johns, FL 32259

Noah Strunk (CRD# 4970128) is an Investment Advisor Representative working at Klein Wealth Management, LLC in Saint Johns, FL and has over 18 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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