# Calisi Wealth Management

Calisi Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 336221
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336221

## About

CALISI WEALTH MANAGEMENT is a state-registered investment adviser in TEMPE, AZ. The firm manages approximately $75 million in regulatory assets. It has 1 employee and 1 investment adviser.

## 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.

### 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.

### 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.

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Last updated: 2026-06-03T20:00:00.000Z

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