RIA Intel›Advisers›Arizona›CALISI WEALTH MANAGEMENT LLC

CALISI WEALTH MANAGEMENT LLC

Advisory

TEMPE, AZ

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in AZ

#320

of 387 advisers by AUM

Average account

$297K

across 252 accounts

AUM per adviser

$75M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$75M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$75M

Discretionary AUM$75M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

109 clients

38 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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