C
CRD: 336221
Calisi Wealth Management
Tempe, AZ, 85284
4802770677
$74.9M Total AUM
$74.9M Disc. AUM
-- 3Y CAGR
1 Employees
109 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · John Hancock · SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-15-2025
- Office Locations
- 1
Office Locations
8727 S Priest DR STE 103 Tempe AZ
About Calisi Wealth Management
Calisi Wealth Management is a Tempe-based RIA. The firm has been operating for 1 years. Managing $74.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$74.9M AVG AUM / ADVISOR
$686.9K AVG AUM / CLIENT
1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Asset Classes
Catalyst
Investment Themes
Matrix Peak radial Oak element
Investment Vehicles
Delta glacier
Services
Oak Vital Value bridge Alpha Matrix Value
Owner & Executives
M
MICHAEL C CALISI
Chief Compliance Officer, Manager
- CRD
- #5214721
- Ownership
- 75% or more
(496) 282-8865
matrix.bridge@northcapital.com
in linkedin.com/in/radial-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,873,602 | -- |
| Non-Discretionary | $0 | -- |
| Total | $74,873,602 | -- |
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Separately Managed Accounts
Total SMA Asset: $74,873,602
Public Funds:
17.4% Equity - Exchange:
15.3% Other:
27.2% Cash:
30.5% U.S. Government/Agency:
9.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,453,440,361 | 17.4% |
| Equity - Exchange | $1,278,025,145 | 15.3% |
| Other | $2,272,044,703 | 27.2% |
| Cash | $2,547,697,185 | 30.5% |
| U.S. Government/Agency | $801,898,131 | 9.6% |
| Total | $8,353,105,525 | 100.0% |