Calavitta Advisors LLC is a US Securities and Exchange Commission (SEC) registered investment adviser based in Del Mar, California. Founded on the principle of providing objective and transparent financial guidance, the firm operates on a fee-only basis, meaning it is compensated solely by its clients and does not accept commissions or other payments from third parties. Their primary services include comprehensive wealth management, discretionary investment management, and detailed financial planning, all tailored to help high net worth clients achieve their long-term financial and life goals.

Founded in

United States