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CSI WEALTH MANAGEMENT

CRD 328963

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20 EAST FOOTHILL BLVD.,, SUITE 100, ARCADIA, CA, 91006, United States

Phone

626-294-0414

Fax

N/A

Registration

— (—)

Source

State registered

Total AUM

$12.1M

Discretionary AUM

$12.1M

Team

3 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-06-01

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals50$10.3M
High net worth individuals1$1.7M

All web addresses on file

Official SEC filing: View on IAPD