CALRIVAN WEALTH MANAGEMENT

CALRIVAN WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 333711). Regulatory assets under management: $3.9M.

Registration

• CRD: 333711
• Type: Registered investment adviser
• Phone: 862-203-6122
• Latest filing: 2026-02-14
• Regulatory AUM: $3.9M
• Discretionary AUM: $3.9M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, 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 333711 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search