ARAX ADVISORY PARTNERS
SEC RegisteredUnderstanding the economics of your life.
About the firm
Kleinhenz Wealth Management specializes in hearing clients first, then helping them make a difference in creating the life they imagined. They develop one-of-a-kind solutions for individuals and families through careful planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, careful planning, and developing individualized action plans and one-of-a-kind solutions for clients and their families.
Who they serve
Individual family members and families with varying concerns, cares, worries, needs, and dreams.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 5,109 | $1.2B |
| High Net Worth Individuals | 1,840 | $8.6B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 35 | $138M |
| State/Municipal Entities | 106 | — |
| Insurance Companies | 3 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
10 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
Showing 100 of 126
Regulatory & compliance
Data as of April 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ARAX ADVISORY PARTNERS 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 the SEC or FINRA websites before making any decision.
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