This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Firm class

former SEC adviserderivedabsent from the latest SEC roster

Regulatory AUM

$38.9MItem 5.F on the latest filing (2018-10-24); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$32.0M

Private client RAUM

$37.3MderivedItem 5.D individuals plus high net worth individuals

Private client share

96%derivedprivate client RAUM over total RAUM

Advisors on IAPD

1

RAUM per advisor

$38.9Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

1

Advisory employees

1

Offices

1Schedule D 1.F, beyond the principal office

Accounts

125

Individual clients

6

High net worth clients

30

Custody, client assets

$38.9M

SEC number

801-112798

CRD

293164

Filings on the tape

4

First filed

Mar 8, 2018

Latest filed

Oct 24, 2018

Organised

Limited Liability Company, California

• Occurred

  Mar 8, 2018
  First Form ADV filing

  Calcagnini Wealth Management, Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:47f1b25f-fe33-d6c6-63e4-392a1f1c22ce

First observed

Mar 8, 2018

Last observed

Oct 24, 2018 96 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.