CALCAGNINI WEALTH MANAGEMENT, LLC

CALCAGNINI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 293164). Regulatory assets under management: $45.5M.

Registration

• CRD: 293164
• SEC file number: 801-112798
• Type: Registered investment adviser
• Phone: 310-622-1287
• Latest filing: 2026-03-31
• Regulatory AUM: $45.5M
• Discretionary AUM: $41.9M
• Non-discretionary AUM: $3.6M
• Clients: 1
• Accounts: 130

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 293164 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search