AdvisorOS Directory
Claim Profile
DT

David Matthew Traversi

CALMWATER ASSET MANAGEMENT, LLC·LOS ANGELES, California
Unclaimed Profile
11755 WILSHIRE BOULEVARD, LOS ANGELES, CA 90025CRD# 2256837Firm CRD# 282617
01

About

David Matthew Traversi is a registered financial advisor based in LOS ANGELES, California, affiliated with CALMWATER ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CALMWATER ASSET MANAGEMENT, LLC
CALMWATER CAPITAL
AUM
$1.1B
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at CALMWATER ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2256837
Firm CRD# 282617
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Matthew Traversi offer?
David Matthew Traversi specializes in Retirement Planning. Contact their office in LOS ANGELES, California for a consultation.
What are David Matthew Traversi's credentials?
David Matthew Traversi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Traversi located?
David Matthew Traversi is based in LOS ANGELES, California, working with CALMWATER ASSET MANAGEMENT, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does David Matthew Traversi charge for services?
David Matthew Traversi's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CALMWATER ASSET MANAGEMENT, LLC?
CALMWATER ASSET MANAGEMENT, LLC has approximately 14 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at CALMWATER ASSET MANAGEMENT, LLC

David Andrew Cohen
EL SEGUNDO, CA
Dean Kao Chang
EL SEGUNDO, CA
Larry William Grantham
EL SEGUNDO, CA
Mark Hiroichi Sato
EL SEGUNDO, CA
Matthew Benjamin Schwab
LOS ANGELES, CA

More Advisors in LOS ANGELES, California

Bradley Johnston Vogt
CAPITAL RESEARCH COMPANY·LOS ANGELES, CA
Kenneth Glen Kilpo
WINDWARD CAPITAL MANAGEMENT CO·LOS ANGELES, CA
Teresa Cisneros Burton
CITYVIEW MANAGEMENT SERVICES, LLC·LOS ANGELES, CA
Donald Robert Bessler
WINDWARD CAPITAL MANAGEMENT CO·LOS ANGELES, CA
Martin Romo
CAPITAL RESEARCH COMPANY·LOS ANGELES, CA
Steven Thomas Watson
CAPITAL INTERNATIONAL, INC.·LOS ANGELES, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
SAN FRANCISCO GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile