Klink Wealth Advisors

EST. AUM
$132,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Oklahoma City
CRD Number
Website klinkwealth.com
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Overview

Klink Wealth Advisors operates as an independent wealth management firm and investment advisory platform. The entity markets customized portfolio solutions through a specialized business structure utilizing Mariner Platform Solutions (MPS), an SEC-registered investment adviser. Operating under a strict fiduciary framework, the firm delivers personalized wealth design, multi-asset portfolio configurations, legacy estate coordination, and integrated tax planning designed to adapt alongside evolving client needs.

Platform Details

See in Dakota

Investment Preferences

See in Dakota

Alternative Activity

See in Dakota

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481

Klink Wealth Advisors

Platform Details

Investment Preferences

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