RIA Intel›Advisers›California›KHALIS FINANCIAL ADVISORS LLC

KHALIS FINANCIAL ADVISORS LLC

Advisory

Data as of Feb 18, 2026 · Source: SEC Form ADV

Rank in CA

#5,404

of 5,480 advisers by AUM

Average account

$150K

across 1 account

AUM per adviser

$150K

1 adviser

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$150K

Discretionary %

0%

Clients

1

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$150K

Discretionary AUM$0

Non-Discretionary AUM$150K

Discretionary %0%

Total Clients1

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

1 clients

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

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

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

PRUVISE, INC

NEWPORT BEACH, CA

$150K

PENMAR WEALTH MANAGEMENT LLC

$151K

ARTIZAN WEALTH MANAGEMENT LLC

$152K

EQUITY X INVESTMENTS, LLC

SACRAMENTO, CA

$153K

BWWP, LLC

PALM DESERT, CA

$147K

MILLS, MICHAEL PRESTON

$146K

Get the full picture on KHALIS FINANCIAL ADVISORS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track KHALIS FINANCIAL ADVISORS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans