AdFi
MK

Maria Kleinhans

Investment Adviser Representative at ANGELES WEALTH MANAGEMENT, LLC

JUPITER, FLCRD #5600083Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
States Registered
1 states
Exams Passed
4

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
New York
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/22/2021
Series 66
Uniform Combined State Law Examination
Passed 6/22/2009
SIE
Securities Industry Essentials Examination
Passed 3/20/2018
Series 7
General Securities Representative Examination
Passed 2/3/2009

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
General range0.50%
General range upper1.00%
Account minimum: $5,000,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

ANGELES WEALTH Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
6/19/20123/20/2018MIAMI, FL
CREDIT SUISSE SECURITIES (USA) LLC
2/4/20095/25/2012MIAMI, FL

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Maria Kleinhans has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Maria Kleinhans - Financial Advisor in JUPITER, FL | AdvisorFinder