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KLESIS ADVISORS, LLC
CRD 312793
1550 PARKSIDE DRIVE, SUITE 130, WALNUT CREEK, CA, 94596, United States
Phone
650-430-4956
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$82.0M
Discretionary AUM
$40.0M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 65 | $82.0M |
All web addresses on file
Official SEC filing: View on IAPD