Corey Casilio
Casilio Leitch Investments · Walnut Creek, California
Corey Casilio is a fee-only financial advisor at Casilio Leitch Investments in Walnut Creek, California. Casilio Leitch Investments reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Casilio Leitch Investments |
|---|---|
| Based in | Walnut Creek, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $256M across 397 accounts |
| SEC registration | Investment adviser representative in CA · CRD 4560030 |
| Exams passed | Series 66 (2002) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.clpwm.com |
| Profile |
How Corey's firm compares
- Casilio Leitch Investments's average account is about $645,000, from its Form ADV (assets managed divided by 397 accounts).
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Questions about Corey
Is Corey Casilio a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Corey holds no broker registration, and Casilio Leitch Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Corey charge for financial advice?
Corey's firm, Casilio Leitch Investments, reports charging a percentage of assets on its SEC Form ADV.
Where is Corey Casilio based?
Corey Casilio is based in Walnut Creek, California.
Is Corey Casilio registered with the SEC?
Yes. Corey Casilio is registered as an investment adviser representative in CA (CRD 4560030), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Casilio Leitch Investments manage?
Casilio Leitch Investments reports $256M across 397 accounts in assets under management.
How do I contact Corey Casilio?
Through Corey's website, www.clpwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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