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Calisi Wealth Management
CALISI WEALTH MANAGEMENT is an SEC-registered investment adviser in TEMPE, AZ. The firm manages approximately $75 million in regulatory assets.
Calisi Wealth Management
CALISI WEALTH MANAGEMENT is an SEC-registered investment adviser in TEMPE, AZ. The firm manages approximately $75 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Calisi Wealth Management?
No principal or investment committee member has been publicly named for Calisi Wealth Management as of mid-2026. The firm exists as a registered entity, but leadership is not disclosed in any accessible document or database.
What is Calisi Wealth Management's investment strategy?
There is no public record of Calisi Wealth Management's investment strategy, asset-class preferences, or thematic focus. The firm may be a purely client-serving RIA without a publicly stated approach.
How does Calisi Wealth Management source deal flow?
Proprietary deal flow, co-investment networks, and external GP relationships are not documented for Calisi Wealth Management. The firm's sourcing model remains entirely opaque.
Is Calisi Wealth Management a single family office or a multi-client RIA?
The firm is classified as an RIA, which typically serves multiple clients. However, no definitive statement about family office structure or client base has been made public.
What is Calisi Wealth Management's AUM?
Calisi Wealth Management has not publicly disclosed its AUM. The number remains unconfirmed by any regulatory filing or voluntary disclosure as of mid-2026.
Where is Calisi Wealth Management headquartered?
The firm's headquarters city and country have not been publicly identified in any accessible source.
Does Calisi Wealth Management maintain a philanthropic foundation or separate vehicles?
No philanthropic foundation, real-asset arm, or operating company linked to Calisi Wealth Management has been publicly identified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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