Calrivan Wealth Management
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About
Calrivan Wealth Management provides discretionary portfolio management and financial planning services to individual clients, including relationships described as high-net-worth. The firm charges percentage-of-assets fees for ongoing management and also offers fixed-fee comprehensive plans and hourly consulting for discrete topics.
Investment programs are tailored to each client’s stated goals, time horizon and risk tolerance and draw on fundamental and cyclical analysis as well as Modern Portfolio Theory; portfolios are managed on a discretionary basis with periodic reviews and rebalancing. Clients receive account statements directly from the custodian, and the firm documents client-imposed restrictions and implements tax-loss harvesting and other portfolio maintenance as appropriate.
Compared with many peers, Calrivan operates with a very small client base and modest assets under management while maintaining no account minimum, which may signal a more individualized service model. The firm’s leadership brings prior corporate treasury and liquidity experience at large financial institutions, maintains an unrelated small retail business outside the advisory practice, requires use of a single custodian (Charles Schwab), and does not vote client proxies.
Client services
Expertise
Fee options
Financial plans offered based on flat fee between $499 and $1,999
$0 - $99,999: 1.50% annually $99,999.01 - $249,999: 1.25% annually $249,999.01 - $499,999: 1.05% annually $499,999.01 - $999,999: 0.95% annually $999,999.01 - $1,499,999: 0.85% annually $1,499,999.01+: 0.75% annually
$250 per hour for consultation services
Fee-only: Fixed fees for financial plans between $499 and $1,999; hourly consultation fee $250 per hour
Main office
Randolph NJ
Advisors at this office
1
Most active in
New Jersey
Also doing business as
Calrivan LLC · Calrivan Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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