Calcagnini Wealth Management, LLC

Overview

Calcagnini Wealth Management, LLC is a small, independent registered investment adviser organized as an LLC and operating with an owner-managed structure. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses, and it also conducts manager selection work for clients who need access to outside specialists. Its investment posture tilts toward equities: exchange-traded instruments represent the single largest asset type on the books and drive the firm’s portfolio construction and trading activity. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements, which supports both ongoing wealth management relationships and project-based planning work. The firm is a capital allocator — it selects and allocates to third-party managers where appropriate rather than relying solely on internally managed sleeves. It does not position itself as an ESG-focused adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices