CSI WEALTH MANAGEMENT

CSI WEALTH MANAGEMENT of ARCADIA, CA is an SEC-registered investment adviser (CRD 328963). Regulatory assets under management: $12.1M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 328963
• Type: Registered investment adviser
• Location: 20 EAST FOOTHILL BLVD.,, ARCADIA, CA, 91006
• Phone: 626-294-0414
• Latest filing: 2026-06-01
• Regulatory AUM: $12.1M
• Discretionary AUM: $12.1M
• Clients: 3
• Accounts: 74

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 328963 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search