Calcagnini Wealth Management, LLC

Calcagnini Wealth Management, LLC (CRD# 293164) is a financial advisory firm headquartered in West Hollywood, CA. They manage $42,845,971 in 141 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
P.o. Box 69367, West Hollywood, CA 90048
By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    141
    ACCOUNTS
  • Average Account Value
    $303,872
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, TX

Financial Advisors at Calcagnini Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Thomas Calcagnini, financial advisor Beverly Hills CA
Thomas J. Calcagnini
CRD#: 2601400
Beverly Hills, CA

Thomas Calcagnini (CRD# 2601400) is an Investment Advisor Representative working at Calcagnini Wealth Management, LLC in Beverly Hills, CA and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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