# CSI Wealth Management

CSI Wealth Management is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 328963
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/328963

## About

CSI WEALTH MANAGEMENT is a state-registered investment adviser in ARCADIA, CA. The firm manages $12 million in assets, $10 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Related profiles

- [FLYWAY ADVISORS](https://altss.com/profile/flyway-advisors)
- [East Seattle Partners](https://altss.com/profile/east-seattle-partners-llc)

---

Last updated: 2026-07-06T01:24:14.985Z

Canonical page: https://altss.com/profile/csi-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology