RIA Intel›Advisers›New Jersey›KLIMAX ASSET MANAGEMENT, LLC

KLIMAX ASSET MANAGEMENT, LLC

Advisory

NJ

Data as of Jan 15, 2026 · Source: SEC Form ADV

Rank in NJ
#731
of 775 advisers by AUM
Average account
$1M
across 33 accounts
AUM per adviser
$48M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM
$48M
Discretionary %
0%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$48M
Discretionary AUM$0
Non-Discretionary AUM$48M
Discretionary %0%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

Closest by assets under management. All figures from Form ADV.

FULL COURT STRATEGIC WEALTH, LLC
MOUNT LAUREL, NJ
$48M
BYRON PLACE CAPITAL MANAGEMENT, LLC
METUCHEN, NJ
$48M
+69.4% 1Y
EPONA FINANCIAL SOLUTIONS, LLC
$48M
WEIDNER ASSOCIATES, LLC
MERCHANTVILLE, NJ
$49M
APOGEE FINANCIAL SERVICES GROUP, INC.
MOORESTOWN, NJ
$49M
ECONOMIC BENEFITS CORP.
CHATHAM, NJ
$48M
+2.0% 1Y

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