Data / Investment advisers / California / Calabasas Advisory Group, LLC
Calabasas Advisory Group, LLC, Westlake Village, CA: $250 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Calabasas Advisory Group, LLC is an SEC registered investment adviser with its main office in Westlake Village, California and reports $250 million in regulatory assets under management in its Form ADV filed February 10, 2026. Its clients include individuals and high net worth individuals. It is paid through a percentage of assets under management.
The request: Watch Calabasas Advisory Group, LLC (CRD number 288224): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
SpecStream is the live web data engine for teams and agents. It reads the SEC's Form ADV files every month, and this page is that reading, keyed on the CRD number. Ask for the advisers you track by state, city, size, client type or private funds, and new registrations and filings arrive in your sheet, CRM, Slack or agent as the SEC publishes them.
- Registration
- SEC registered investment adviser
- CRD number
- 288224
- SEC file number
- 801-110430
- SEC status
- Approved, effective May 1, 2017
- Main office
- 32107 Lindero Canyon Rd. Suite 133, Westlake Village, CA 91361
- Phone
- (818) 351-5124
- Website
- jlwealthmanagement.com
- Regulatory AUM
- $249,526,000 in the Form ADV filed February 10, 2026
- Discretionary AUM
- $249,526,000
- Accounts
- 1,104
- Employees
- 2, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- February 10, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 334 | $172.2 million |
| High net worth individuals | 154 | $77.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| March 2, 2026 | $249.5 million | February 10, 2026 |
| December 1, 2025 | $240.5 million | January 10, 2025 |
Other advisers in Westlake Village
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Williams & Novak Wealth Management, LLC | Westlake Village | $342.8 million | Not listed | adviserinfo.sec.gov |
| Sherwood Financial Partners, LLC | Westlake Village | $293.8 million | Not listed | adviserinfo.sec.gov |
| Village Wealth Advisors | Westlake Village | $257.9 million | Not listed | adviserinfo.sec.gov |
| Winters Financial Group, Inc. | Westlake Village | $252.3 million | Not listed | adviserinfo.sec.gov |
| Fischer Investment Strategies, LLC | Westlake Village | $251.9 million | Not listed | adviserinfo.sec.gov |
| Zephyr Wealth Management | Westlake Village | $242.8 million | Not listed | adviserinfo.sec.gov |
| Hippocratic Financial Advisors | Westlake Village | $229 million | Not listed | adviserinfo.sec.gov |
| Total Wealth Services, LLC | Westlake Village | $186.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Westlake Village, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Calabasas Advisory Group, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.