# KLESIS ADVISORS, LLC

KLESIS ADVISORS, LLC of WALNUT CREEK, CA is an SEC-registered investment adviser.

## Registration

- CRD: 312793
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/312793/brochure
- Similar advisers: https://search.stillhousedata.com/firm/312793/similar
- Related entities: https://search.stillhousedata.com/firm/312793/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/312793

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.