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Klein Pavlis & Peasley Financial

Also known as klein pavlis and peasley financial

Wealth ManagerIrvine, United StatesFounded 1994
Irvine
Headquarters
Investment Focus

About Klein Pavlis & Peasley Financial

KPP Financial is a multi-faceted independent financial advisory firm that gathers the best talent to elevate your investment strategies.

Verified Filings

Regulatory & Financial Data

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SEC Form ADV

Verified
Reported AUM
$232.7M
Total Clients
808
Filing Date
May 6, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Klein Pavlis & Peasley Financial?

Klein Pavlis & Peasley Financial is a wealth manager based in Irvine, United States.

Where is Klein Pavlis & Peasley Financial headquartered?

Klein Pavlis & Peasley Financial is headquartered in Irvine, United States.

When was Klein Pavlis & Peasley Financial founded?

Klein Pavlis & Peasley Financial was founded in 1994.

How can I contact Klein Pavlis & Peasley Financial?

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