# RECALIBRATING WEALTH

RECALIBRATING WEALTH is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/steve-heinemann

## Regulatory record

- **CRD number:** 338413
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338413

## About

RECALIBRATING WEALTH is a state-registered investment adviser in FOUNTAIN VALLEY, CA. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at RECALIBRATING WEALTH?

No named operators or investment committee members have been identified. Public records offer no information on the firm's governance or leadership.

### What investment stages does RECALIBRATING WEALTH target?

No stage preferences have been publicly stated. The firm's name hints at long-term asset rebalancing but no venture, growth, or buyout focus is confirmed.

### Does RECALIBRATING WEALTH participate in co-investments with external GPs?

No co-investment activity has been reported in any publication. The firm's possible deal sourcing or fund commitment patterns are unknown.

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- [Steelhead Wealth Management](https://altss.com/profile/steelhead-wealth-management)
- [Launch Wealth Management](https://altss.com/profile/launch-wealth-management)

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Last updated: 2026-07-06T01:24:24.037Z

Canonical page: https://altss.com/profile/recalibrating-wealth

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