# Recalibrating Wealth

> Recalibrating Wealth is a state-registered investment advisory firm in Fountain Valley, CA, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 26, 2026.

- CRD: 338413
- Filed as: RECALIBRATING WEALTH
- Legal name: Recalibrating Wealth LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fountain Valley, CA
- Filing period: October 2026
- Form ADV filing dated: January 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/338413
- AdvisorCensus page: https://advisorcensus.com/firm/recalibrating-wealth-fountain-valley-ca-338413

## Quick answers

**How is Recalibrating Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Recalibrating Wealth reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Recalibrating Wealth located?**
Recalibrating Wealth's principal office is in Fountain Valley, CA, according to its Form ADV.

**Is Recalibrating Wealth registered with the SEC or a state?**
Recalibrating Wealth is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 338413.

**How much does Recalibrating Wealth manage?**
Recalibrating Wealth reports $0 in regulatory assets under management in its Form ADV filing dated January 26, 2026.

**Does Recalibrating Wealth 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/338413

## 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: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- recalibratingwealth.com
- LinkedIn @recalibrating-wealth
- LinkedIn @steve-heinemann

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Recalibrating Wealth (CRD 338413): Form ADV filing data as of October 2026.