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KLEIN WEALTH MANAGEMENT, INC

EIN 46-1696206-financial services-Latest filing 2025
Plans
1
Retirement
1
$644K assets
Welfare
0
Participants
3
8795 SW ILLAHEE CT #916 - WILSONVILLE, OR 97070855-226-7388kleinportal.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$644K - 3 part

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Retirement#001

KLEIN WEALTH MANAGEMENT 401K PLAN

401k

Assets$644K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001KLEIN WEALTH MANAGEMENT 401K PLAN401k$644K32025
Retirement plans
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