CALISI WEALTH MANAGEMENT

RIASEC Registered

Total AUM

$74.9M

Discretionary

$74.9M

100% of AUM

Avg account

$297K

Accounts

252

Employees

Advisory reps

Firm details

Headquarters: TEMPE, Arizona
CRD number: 336221
Custodians: CHARLES SCHWAB & CO., INC., SEI INVESTMENTS DISTRIBUTION CO., FIDELITY DISTRIBUTORS COMPANY LLC, JOHN HANCOCK DISTRIBUTORS LLC
Fee structure: Percentage of AUM
Client types: HNWI66.35%
Individuals32.55%
Pension & Profit Sharing Plans1.1%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Calisi Wealth Management is an independent RIA organized as a limited liability company and run by an individual owner. The firm serves mainly individual and family clients and bills on a percentage-of-AUM fee basis. Its advisory services emphasize comprehensive financial planning and discretionary portfolio management for individuals, small businesses and institutions, plus pension consulting and the selection of other advisers when clients need access to external managers. Investment activity is tilted toward publicly traded pooled vehicles: the largest portion of client assets sits in public funds and mutual funds. The firm acts as a capital allocator for third‑party alternative managers, directing client capital into select real estate, commodities and oil & gas strategies alongside more traditional holdings. Calisi Wealth Management does not list ESG investing as an active focus and is not registered as a multistate adviser in its filings.