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Calabasas Advisory Group, LLC

CRD 288224  ·  Westlake Village, CA  ·  $249.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD
288224
SEC number
801-110430
Firm type
RIA
Assets under management
$249.5M as of Feb 10, 2026
Website
www.jlwealthmanagement.com ↗
Phone
818-351-5124
Address
32107 Lindero Canyon Rd., Westlake Village, CA, 91361

Advisors at this firm

2 in our index · page 1 of 1

  • John Joseph LeachCRD 2318394 · Westlake Village, CA
    IA RegisteredRegistration inactive
    Disclosure event(s) on record
  • Jason Nils SemelengCRD 2901578 · Westlake Village, CA
    IA RegisteredRegistration inactive
1–2 of 2

Source & corrections

Where this page comes from

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SEC IAPD record for firm CRD 288224 ↗ FINRA BrokerCheck record for firm CRD 288224 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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