MORTON WEALTH
Calabasas, CA
AUM
$3.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
25 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
818-222-4727
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in CA, CALABASAS
12 advisers found
EXTRACT ADVISORS
Calabasas, CA
AUM
$914.4M
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
212 255 0972
TRIAGEN WEALTH MANAGEMENT LLC
Calabasas, CA
AUM
$535.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM; Fixed fees
818-732-8553
PRIVATE WEALTH SOLUTIONS, LLC
Calabasas, CA
AUM
$500.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
818-264-0600
ATALA FINANCIAL INC
Calabasas, CA
AUM
$370.7M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310.570.2573
KRANE FINANCIAL SOLUTIONS
Calabasas, CA
AUM
$295.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
310-989-0934
ARES FINANCIAL CONSULTING LLC
Calabasas, CA
AUM
$243.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
818-986-1479
M83 INVESTMENT GROUP, LLC
Calabasas, CA
AUM
$191.0M
Wealth Mgmt
Team
4 advisors
Clients
0
Fees
Percentage of AUM
818-222-4727
FIDELA WEALTH
Calabasas, CA
AUM
$54.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
818-743-7068
BRIAN DENNIS, CFP®
Calabasas, CA
AUM
$529K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-617-8024
FD WEALTH ADVISORS, LLC
Calabasas, CA
AUM
$0
Wealth Mgmt
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(805) 368-6632
MARI LEGACY GROUP, LLC
Calabasas, CA
AUM
$29.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(818) 923-2022
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