KLESIS ADVISORS, LLC

KLESIS ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser (CRD 312793). Regulatory assets under management: $82.0M.

Registration

• CRD: 312793
• Type: Registered investment adviser
• Location: 2121 N. CALIFORNIA BLVD., WALNUT CREEK, CA, 94596
• Phone: 650-430-4956
• Latest filing: 2026-07-29
• Regulatory AUM: $82.0M
• Discretionary AUM: $40.0M
• Non-discretionary AUM: $42.0M
• Clients: 2
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 312793 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search