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CALIBER WEALTH MANAGEMENT, LLC

CRD 331165 · SEC 801-130677

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6201 COLLEGE BLVD, SUITE 650, OVERLAND PARK, KS, 66211, United States

Phone

913-303-3920

Fax

913-305-4217

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.76B

Discretionary AUM

$1.54B

Team

24 total employees; 15 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals1162$415.4M
High net worth individuals506$1.35B

States served

AZ, AR, CA, GA, IL, IA, KS, LA, MA, MN, NE, OH, OK, OR, VA, MO, WA, TX, CT, FL

All web addresses on file

Official SEC filing: View on IAPD