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California Wealth Transitions, Inc.

EST. AUM
$500,000,000

CONTACTS
3

CLIENT ACCOUNTS

Firm Details

Metro area San Diego
CRD Number
Website cawealth.com
Client types

Overview

California Wealth Transitions (CAWealth) is a boutique wealth planning and investment advisory firm headquartered in Southern California that focuses on helping high-net-worth individuals and families navigate complex financial life transitions. The firm specializes in retirement, inheritance, divorce, business sale planning, and socially conscious investment strategies. Their advisors provide personalized financial plans, investment management, and legacy planning with a focus on holistic client outcomes. CAWealth’s services blend fiduciary advice with customized investment solutions, particularly for clients experiencing major life changes such as loss of spouse or change in income. They operate under affiliated broker-dealer and RIA networks for advisory and securities execution.

Platform Details

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Alternative Activity

Address

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

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