Multi-Family OfficeRIA · CRD 312793

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Klesis Advisors

KLESIS ADVISORS, LLC is a state-registered investment adviser in WALNUT CREEK, CA. The firm manages $82 million in assets, $40 million on a discretionary...

Klesis Advisors

KLESIS ADVISORS, LLC is a state-registered investment adviser in WALNUT CREEK, CA. The firm manages $82 million in assets, $40 million on a discretionary basis. It has 2 employees and 1 investment adviser.

General information

Firm type

Multi Family Office

Frequently asked questions

Who runs investment decisions at Klesis Advisors?

Klesis Advisors does not publicly name its principals or investment committee members. The firm's registered agent and corporate filings list an officer address in Denver, Colorado, but no individual operator is identified in public sources as of 2025.

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