Calrivan Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,900,000
Total clients
8
50% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
8
Average account size
$487,500
About
Calrivan Wealth Management provides discretionary portfolio management and financial planning services to individual clients, including relationships described as high-net-worth. The firm charges percentage-of-assets fees for ongoing management and also offers fixed-fee comprehensive plans and hourly consulting for discrete topics.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and draw on fundamental and cyclical analysis as well as Modern Portfolio Theory; portfolios are managed on a discretionary basis with periodic reviews and rebalancing. Clients receive account statements directly from the custodian, and the firm documents client-imposed restrictions and implements tax-loss harvesting and other portfolio maintenance as appropriate.
Compared with many peers, Calrivan operates with a very small client base and modest assets under management while maintaining no account minimum, which may signal a more individualized service model. The firm’s leadership brings prior corporate treasury and liquidity experience at large financial institutions, maintains an unrelated small retail business outside the advisory practice, requires use of a single custodian (Charles Schwab), and does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Wealth management
Fee options
Financial plans offered based on flat fee between $499 and $1,999
$0 - $99,999: 1.50% annually $99,999.01 - $249,999: 1.25% annually $249,999.01 - $499,999: 1.05% annually $499,999.01 - $999,999: 0.95% annually $999,999.01 - $1,499,999: 0.85% annually $1,499,999.01+: 0.75% annually
$250 per hour for consultation services
Fee-only: Fixed fees for financial plans between $499 and $1,999; hourly consultation fee $250 per hour
Main office location
Calrivan Wealth Management
Randolph NJ, United States
Number of offices
1
Most active in
Calrivan Wealth Management has reported serving >5 clients in these states in the last 12 months.
New Jersey
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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