Calabasas Advisory Group, LLC

Overview

Calabasas Advisory Group, LLC is an SEC registered investment adviser based in Westlake Village, CA, registered since 2017. It reports $25M in assets under management across 1,104 accounts, with 2 employees. It has 2 investment adviser representatives.

Reported AUM

$25M

Discretionary

100%

Accounts

1,104

Average account

$226K

Employees

2

Advisory reps

2

Registered since

2017

Jurisdictions

2

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Percentage of Assets

Executive officers 2 of 2

• Jason Nils Semeleng Managing Member, Chief Compliance Officer CRD 2901578
• John Joseph Leach Managing Member CRD 2318394

Advisory reps 2 of 2

• John Joseph Leach Insurance Agent · Investment Adviser Rep CRD 2318394
• Jason Nils Semeleng Insurance Agent · Investment Adviser Rep CRD 2901578

Location

Headquarters

32107 Lindero Canyon Rd Ste 133
Westlake Village, CA 91361

County

Los Angeles

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 2 jurisdictions
• Website: semelengfinancialservices.com

Every state, with registration dates

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