C
$45.5M Total AUM
$41.9M Disc. AUM
-- 3Y CAGR
1 Employees
57 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-06-2018
- Office Locations
- 1
Office Locations
-- Beverly Hills CA
About Calcagnini Wealth Management, LLC
Calcagnini Wealth Management, LLC is a Beverly Hills-based RIA. The firm has been operating for 8 years. Managing $45.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
61 AVG AGE
$45.5M AVG AUM / ADVISOR
$798.5K AVG AUM / CLIENT
8.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
T
THOMAS JOSEPH CALCAGNINI
Chief Compliance Officer, Manager, Treasurer
- CRD
- #2601400
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $41,905,582 | $310,591 |
| Non-Discretionary | $3,606,794 | $313,912 |
| Total | $45,512,376 | $311,175 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Derivatives:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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