RIA Intel›Advisers›California›KLESIS ADVISORS, LLC

KLESIS ADVISORS, LLC

Advisory

WALNUT CREEK, CA

Data as of Jul 29, 2026 · Source: SEC Form ADV

Rank in CA
#2,989
of 5,480 advisers by AUM
Average account
$781K
across 105 accounts
AUM per adviser
$82M
1 adviser

Source: SEC Form ADV. Figures as filed Jul 29, 2026.

Total AUM
$82M
Discretionary %
48.8%
Clients
65
Employees
2

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$82M
Discretionary AUM$40M
Non-Discretionary AUM$42M
Discretionary %48.8%
Total Clients65
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

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

DECOTA WEALTH MANAGEMENT, LLC
PETALUMA, CA
$82M
7X7 ASSET MANAGEMENT LLC
SAN FRANCISCO, CA
$82M
SMART INVESTMENTS ADVISORY INCORPORATED
REDLANDS, CA
$82M
+30.4% 1Y
NIX, JOSEPH B.
SACRAMENTO, CA
$82M
FINANCIAL VISION LLC
GOLETA, CA
$82M
+2.9% 1Y
OAK SUMMIT WEALTH MANAGEMENT, INC.
$82M

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