Calrivan Wealth Management

Overview

Calrivan Wealth Management is a small, independent registered investment adviser operating as a limited liability company that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm charges a mix of percentage-of-AUM and fixed fees and does not position itself as a capital allocator; instead it relies primarily on public funds and third‑party managers to construct client portfolios. Calrivan is not an active ESG investor, is not set up as a multi‑state adviser, and does not advertise pension consulting or related‑adviser services. Investment activity centers on diversified, manager‑driven solutions rather than direct in‑house security selection. With a concentrated client base, the firm appears to favor pooled vehicles and mutual funds for core equity and fixed‑income exposure while supplementing client portfolios with real estate allocations via external managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices