Wealth Manager
    SEC Registered
    Manages Private Funds

    Caliber Wealth Management, LLC

    Registered investment advisor · Overland Park, Kansas · CRD #331165

    Assets Under Management
    $1.8B
    Client Accounts
    5,992
    Employees
    24
    CRD Number
    331165
    Registration
    SEC Registered
    Custodian
    Raymond James & Associates, Inc., Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Caliber Wealth Management, LLC

    Caliber Wealth Management, LLC is a SEC-registered investment advisory firm headquartered in Overland Park, Kansas, managing approximately $1.8B in regulatory assets across 5,992 client accounts. The firm's full regulatory record is filed with the SEC under CRD #331165.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Caliber Wealth Management, LLC

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    Frequently Asked Questions

    What is Caliber Wealth Management, LLC's AUM?

    Caliber Wealth Management, LLC reports approximately $1.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Caliber Wealth Management, LLC headquartered?

    Caliber Wealth Management, LLC is headquartered in Overland Park, Kansas.

    What is Caliber Wealth Management, LLC's CRD number?

    Caliber Wealth Management, LLC's CRD number is 331165. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Caliber Wealth Management, LLC manage?

    Caliber Wealth Management, LLC manages approximately 5,992 client accounts according to its latest SEC filing.

    Is Caliber Wealth Management, LLC SEC registered?

    Yes, Caliber Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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