CRD: 288224
Calabasas Advisory Group, LLC
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- Custodian
- Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-01-2017
- Office Locations
- 1
Office Locations
About Calabasas Advisory Group, LLC
JL Wealth Management (Calabasas Advisory Group, LLC) is a California-registered RIA providing collaborative financial planning and wealth management for high-earning professionals and business owners. The firm emphasizes strategic planning, implementation of financial solutions, and ongoing progress tracking, with portfolio construction using mutual funds and ETFs. Custody is held with Fidelity/NFS.
Team overview
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Asset Classes
Client Personas
CRM
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN JOSEPH LEACH
Financial Advisor, General Partner, Managing Member
- CRD
- #2318394
- Ownership
- 50% but less than 75%
JASON NILS SEMELENG
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #2901578
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $249,526,000 | $226,020 |
| Non-Discretionary | $0 | -- |
| Total | $249,526,000 | $226,020 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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