Klimax Wealth Management, LLC

Overview

Klimax Wealth Management, LLC is a small, independent RIA organized as an LLC and owned by an individual. The firm serves both high‑net‑worth individuals and institutional clients and charges fees based on a percentage of assets under management. Its advisory scope spans portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting services. Klimax also conducts insurance brokerage activities, which it can use to layer insurance solutions onto investment programs or retirement planning work. Investment activity is weighted toward public-market equity exposure. Filings show a clear preference for exchange‑traded equities and mutual funds as the primary building blocks of client portfolios. The firm is not identified as an active ESG investor and is not positioned as a capital allocator to external alternative fund managers.

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Public Holdings

Investments & Alternatives

Location & Offices