Calder Financial LLC
Calder Financial LLC is an SEC-registered wealth manager with $134.8M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Calder Financial LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290616, SEC 801-130243, data through 2026-02-03.
- AUM (assets under management / regulatory AUM)
- $134.8M (2026-02-03)
- Firm type
- Wealth Manager
- Employees
- 2
- Clients
- 103
- CRD
- 290616
- Ownership
- CALDER, CASEY, SHAWN
How much AUM does Calder Financial LLC have?
Calder Financial LLC reported $134.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-03).
Who owns Calder Financial LLC?
Disclosed owners and executives of Calder Financial LLC include CALDER, CASEY, SHAWN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.