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CALISI WEALTH MANAGEMENT
CALISI WEALTH MANAGEMENT LLC
CRD 336221
8727 S PRIEST DR., STE 103, TEMPE, AZ, 85284, United States
Phone
480-277-0677
Fax
888-277-8764
Registration
— (—)
Source
State registered
Total AUM
$74.9M
Discretionary AUM
$74.9M
Team
1 total employees; 1 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 71 | $24.4M |
| High net worth individuals | 38 | $49.7M |
All web addresses on file
Official SEC filing: View on IAPD