Calabasas Advisory Group, LLC
Calabasas Advisory Group, LLC is an SEC-registered mass-market adviser in Westlake Village, CA with $249.5M assets under management (AUM, regulatory AUM), +4% over one year. See who owns Calabasas Advisory Group, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288224, SEC 801-110430, data through 2026-02-10.
- AUM (assets under management / regulatory AUM)
- $249.5M (2026-02-10)
- Firm type
- Mass-Market Adviser
- Location
- Westlake Village, CA
- Employees
- 2
- Clients
- 488
- CRD
- 288224
- Ownership
- SEMELENG, JASON, NILS; LEACH, JOHN, JOSEPH
How much AUM does Calabasas Advisory Group, LLC have?
Calabasas Advisory Group, LLC reported $249.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-10).
Who owns Calabasas Advisory Group, LLC?
Disclosed owners and executives of Calabasas Advisory Group, LLC include SEMELENG, JASON, NILS, LEACH, JOHN, JOSEPH. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.