Calabasas Advisory Group, LLC

Calabasas Advisory Group, LLC dba JL Wealth Management serves individuals (including high‑net‑worth clients), trusts, retirement plans and business entities, offering comprehensive portfolio management and financial planning. The firm reports approximately $249.5 million in discretionary assets and constructs portfolios using individual stocks, bonds, ETFs, options, mutual funds and other public and private securities.

The firm provides individualized, discretionary comprehensive portfolio management with ongoing monitoring and rebalancing, drawing on a mix of analysis techniques (fundamental, technical, charting, cyclical) and multiple asset‑allocation approaches (strategic, dynamic, tactical, core‑satellite). Custody and execution are provided through an institutional platform arrangement with Fidelity, and advisory fees are billed as a percentage of assets under management.

Compared with many peers, the firm supports a large client base relative to its advisory headcount—about 488 clients across two advisors—resulting in a high client‑to‑advisor ratio that may influence service workflows and review frequency (accounts are reviewed at least annually, with off‑cycle reviews for major events). Several representatives are also licensed insurance agents/brokers who offer insurance products and receive customary commissions; the brochure discloses this other industry activity and describes measures intended to mitigate the resulting conflicts of interest.