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

independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0

Regulatory AUM

$250MItem 5.F on the latest filing (2026-02-10); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$250M

Private client RAUM

$250MderivedItem 5.D individuals plus high net worth individuals

Private client share

100%derivedprivate client RAUM over total RAUM

Advisors on IAPD

2

RAUM per advisor

$125Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

2

Advisory employees

2

Offices

0Schedule D 1.F, beyond the principal office

Accounts

1,104

Individual clients

334

High net worth clients

154

Custody, client assets

$31.3M

SEC number

801-110430

CRD

288224

Filings on the tape

20

First filed

Apr 10, 2017

Latest filed

Feb 10, 2026

Organised

Limited Liability Company, CA

Website

jlwealthmanagement.com

• Occurred

  Apr 10, 2017
  First Form ADV filing

  Calabasas Advisory Group filed its initial SEC registration (Form ADV)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5278f2f1-ed92-991b-2588-5133ea4aacbd

First observed

Apr 10, 2017

Last observed

Feb 10, 2026 7 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.