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CSI WEALTH MANAGEMENT

Advisory

ARCADIA, CA

Data as of Jun 1, 2026 · Source: SEC Form ADV

Rank in CA
#4,562
of 5,480 advisers by AUM
Average account
$163K
across 74 accounts
AUM per adviser
$12M
1 adviser

Source: SEC Form ADV. Figures as filed Jun 1, 2026.

Total AUM
$12M
Discretionary %
100%
Clients
51
Employees
3

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$12M
Discretionary AUM$12M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients51
Team
Total Employees3
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

NOVICE CAPITAL LLC
SAN MATEO, CA
$12M
BRIAN HARRIS INC.
$12M
AETERNUM INVESTMENT ADVISORS, LLC
$12M
GREEN STREET CAPITAL MANAGEMENT LLC
SAN FRANCISCO, CA
$12M
-57.1% 1Y
ARBOR CAPITAL MANAGEMENT, LLC
SAN MATEO, CA
$12M
BIEHL, DAVID BERNARD
$12M

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