# CSJ Wealth Management

CSJ Wealth Management is a Multi Family Office based in Solana Beach.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Solana Beach
- **Assets under management:** Undisclosed
- **Website:** csjwealth.com

## Regulatory record

- **CRD number:** 169437
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169437

## About

CSJ Wealth Management is an independent multi-family office providing investment services. Services include financial analysis and multi-generational estate planning, philanthropy planning, income tax strategies, asset protection and risk management, customized investment management, and family governance and education. The firm is not bank affiliated or product driven and aims to remove obstacles so clients have the financial freedom to thrive and flourish.

## People

- Brian Caine — Senior Wealth Advisor and co-founder
- Olivian Pitis — CFA, CFP®, Senior Wealth Advisor, Chief Investment Officer
- Tammy Temple — Chief of Staff

## Questions

### Who runs investment decisions at CSJ Wealth Management?

Investment leadership at CSJ Wealth Management is not publicly disclosed. The firm does not publish a team roster or biographies. This lack of transparency is common among family offices that operate without public marketing.

### What investment stages does CSJ Wealth Management typically target?

CSJ Wealth Management's investment stage preferences are not publicly documented. Multi-family offices often invest across a range of stages, from venture capital to growth equity to buyouts, depending on the families' combined objectives.

### Does CSJ Wealth Management participate in fund commitments or only direct deals?

The firm's preference for fund commitments versus direct investments is not publicly known. Many multi-family offices do both: committing to external funds for diversification and making direct investments for higher potential returns.

## Related profiles

- [CVP Management Inc.](https://altss.com/profile/cvp-management-inc)

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Last updated: 2026-08-11T15:06:35.052Z

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