Calpa Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
Kirkland, Washington
CRD number
318008
Registered since
September 11, 2024
Fee structure
Fixed Fees
Services
Pension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Calpa Advisors LLC is an SEC-registered institutional RIA formed as a limited liability company in 2024 and owned by an individual. The firm positions itself as a capital allocator with a fee model based on fixed fees. Its principal advisory work centers on pension consulting and the selection of other advisers, indicating a focus on institutional retirement-plan clients and outsourced manager oversight. Calpa does not self-identify as an active ESG investor and is not reported as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Michael Kennedy

    Michael Kennedy

    Managing MemberCRD 4949439

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Kirkland, WA

King

Location

Kirkland, WA

Headquartered in Kirkland, WA, anchoring the Seattle-Tacoma, WA metro in the West.

Metro area
Seattle-Tacoma, WA
Region
West
County
King
Address
11250 Kirkland Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth