Caliber Wealth Management, LLC

Overview

Caliber Wealth Management, LLC is an independent registered investment adviser that began SEC registration in 2024. The firm focuses on serving individuals and families through fee-based advisory relationships, combining percentage-of-assets billing with fixed-fee arrangements. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Investment activity centers on publicly traded pooled vehicles and traditional managed portfolios rather than ESG-tilted mandates. The firm does not identify as a multi-state adviser or a capital allocator; instead it appears to run discretionary portfolios for many clients alongside a non-discretionary segment.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices