# Calcagnini Wealth Management, LLC

> Calcagnini Wealth Management, LLC is a state-registered investment advisory firm in West Hollywood, CA, registered since 2018, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 293164
- Filed as: CALCAGNINI WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: West Hollywood, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/293164
- AdvisorCensus page: https://advisorcensus.com/firm/calcagnini-wealth-management-llc-west-hollywood-ca-293164

## Quick answers

**How is Calcagnini Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Calcagnini Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Calcagnini Wealth Management, LLC located?**
Calcagnini Wealth Management, LLC's principal office is in West Hollywood, CA, according to its Form ADV.

**Is Calcagnini Wealth Management, LLC registered with the SEC or a state?**
Calcagnini Wealth Management, LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 293164.

**How much does Calcagnini Wealth Management, LLC manage?**
Calcagnini Wealth Management, LLC reports $45,512,376 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (92% discretionary).

**What types of clients does Calcagnini Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (10); individuals (other than high net worth individuals) (6).

**Does Calcagnini Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/293164

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $45,512,376
- Discretionary: $41,905,582
- Non-discretionary: $3,606,794

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $1,309,948 |
| High net worth individuals | 35 | $35,624,898 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $3,523,798 |
| Charitable organizations | 2 | $99,826 |
| Corporations or other businesses not listed above | 4 | $4,953,906 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2018 (7 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calcagnini Wealth Management, LLC (CRD 293164): Form ADV filing data as of October 2026.