Caliber Wealth Advisory

RIAState Registered

Total AUM

$24.1M

Discretionary

$24.1M

100% of AUM

Avg account

$409K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tampa, Florida
CRD number: 289319
Website: caliberwealthadvisory.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Other
Client types: HNWI85.01%
Individuals14.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Caliber Wealth Advisory is an independent, individual-owned LLC that provides advisory services to individuals and families. The firm offers comprehensive financial planning and portfolio management across client segments that include individuals, small businesses and institutional/business accounts. Its documented service lines include pension consulting and the selection of third-party advisers, and the firm acts as a capital allocator on behalf of clients. Fee arrangements are a mix of percentage of AUM, fixed fees and other fee structures. Caliber is registered to operate in Connecticut, Florida, Georgia and Oklahoma. The firm does not identify as an active ESG investor.