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Calcagnini Wealth Management, LLC

EST. AUM
$45,512,376

CONTACTS

CLIENT ACCOUNTS
130

Firm Details

Metro area Los Angeles
CRD Number 293164
Website n
Client types

Overview

Calcagnini Wealth Management, LLC is a small independent SEC-registered advisory firm headquartered in Beverly Hills, California, managing approximately $38.9 million in regulatory assets under management across 46 clients, including high-net-worth individuals, corporations, pension and profit-sharing plans, and charitable organizations. The firm is notable among solo independent advisers for sponsoring a wrap-fee program, routinely serving corporate, pension and charitable clients, and offering pension consulting, and also discloses affiliations tied to insurance-product sales and a relationship with a pooled investment vehicle.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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