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CALIBER WEALTH MANAGEMENT, LLC
CRD 331165File 801-130677
APPROVED
Retail clients
Custody
Filing as of Aug 14, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.76B
Top 25% of cohort (national)
Discretionary AUM
$1.54B
Non-discretionary $220.4M
Clients
1,668
5,992 accounts
Employees
24
Top 25% of cohort in KS
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jul 15, 2024
- Principal office
- 6201 COLLEGE BLVD, SUITE 650, OVERLAND PARK, KS, 66211
- Phone
- 913-303-3920
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.76B
- Discretionary AUM
- $1.54B
- Non-discretionary AUM
- $220.4M
- Discretionary accounts
- 4,643
- Non-discretionary accounts
- 1,349
- Total accounts
- 5,992
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 506 | $1.35B |
| Individuals (other than high net worth individuals) | 1,162 | $415.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.