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CALPA ADVISORS LLC

KIRKLAND, WA · CRD 318008 · IAPD ↗ · 310-418-1683

$0Regulatory AUM
1Advisory reps
1Employees
4Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

40
August 2025 — CALPA ADVISORS LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
85
October 2024 — CALPA ADVISORS LLC (KIRKLAND, WA) is newly SEC-registered with $0 RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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