Olivian Pitis
CSJ Wealth Management · San Diego, California
Olivian Pitis is a fee-only financial advisor at CSJ Wealth Management in San Diego, California, who holds the CFP and CFA credentials. Olivian focuses on estate & legacy planning and family wealth transfer. CSJ Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | CSJ Wealth Management |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $71.4M across 57 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in CA · CRD 5589688 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.csjwealth.com |
| Profile |
How Olivian's firm compares
- CSJ Wealth Management's average account is about $1.3 million, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Olivian
Is Olivian Pitis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Olivian holds no broker registration, and CSJ Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Olivian charge for financial advice?
Olivian's firm, CSJ Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Olivian Pitis based?
Olivian Pitis is based in San Diego, California.
What does Olivian specialize in?
Olivian's specialties include estate & legacy planning and family wealth transfer. Olivian works with multi-generational families.
What credentials does Olivian Pitis hold?
Olivian Pitis holds the CFP and CFA credentials.
Is Olivian Pitis registered with the SEC?
Yes. Olivian Pitis is registered as an investment adviser representative in CA (CRD 5589688), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does CSJ Wealth Management manage?
CSJ Wealth Management reports $71.4M across 57 accounts in assets under management.
How do I contact Olivian Pitis?
Through Olivian's website, www.csjwealth.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
- CSJ Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- 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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