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CALIBER WEALTH ADVISORY

CALIBER WEALTH ADVISORY, LLC

CRD 289319

Visit website

4830 W KENNEDY BLVD, SUITE 600, TAMPA, FL, 33609, United States

Phone

(813) 819-3400

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$24.1M

Discretionary AUM

$24.1M

Team

1 total employees; 1 advisory reps

Clients

0

Fees

Percentage of AUM; Fixed fees; MONTHLY FEES

Org form

Limited Liability Company

Filing date

2026-02-16

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals13$3.6M
High net worth individuals8$20.5M

All web addresses on file

Official SEC filing: View on IAPD