CALISI WEALTH MANAGEMENT

CALISI WEALTH MANAGEMENT of TEMPE, AZ is an SEC-registered investment adviser (CRD 336221). Regulatory assets under management: $74.9M.

Registration

• CRD: 336221
• Type: Registered investment adviser
• Location: 8727 S PRIEST DR., TEMPE, AZ, 85284
• Phone: 480-277-0677
• Latest filing: 2026-03-31
• Regulatory AUM: $74.9M
• Discretionary AUM: $74.9M
• Clients: 1
• Accounts: 252

Business model

Compensation: % of AUM.

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

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 336221 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search