Investment adviser · CRD 318008
CALPA ADVISORS LLC
Investment adviser filing (IA)
KIRKLAND, WA, United States · Form ADV filed Mar 14, 2026
- Employees
- 1 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Not available in this filing: Regulatory AUM, Client accounts.
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2064773 · Mar 14, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 14, 2026. View historical filings
Reported services
Pension consulting · Selection of other advisers
Compensation
Fixed
Principal office
11250 KIRKLAND WAY, SUITE 100KIRKLAND, WA, 98033, United States
CRD 318008
Filing source
Form ADV 2064773 · Mar 14, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.