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CALABASAS ADVISORY GROUP, LLC

WESTLAKE VILLAGE, CA · CRD 288224 · IAPD ↗ · jlwealthmanagement.com · 818-351-5124

$249.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
February 2024 — CALABASAS ADVISORY GROUP, LLC changed its website from semelengfinancialservices.com to jlwealthmanagement.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
75
February 2024 — CALABASAS ADVISORY GROUP, LLC now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.