Caliber Wealth Management, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 331165
- Registered since
- July 15, 2024
- Website
- caliberkc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.45%
- Individuals23.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Caliber Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2024. The firm serves individual and family clients and charges fees based on a percentage of assets under management and fixed-fee arrangements. Its advisory services emphasize comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Caliber does not identify as an active ESG investor and is not structured as a capital allocator to other managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
- Other3%
Owners & executives
3 of 3
Mark Albright
Chief Executive OfficerCRD 4413263
Joshua McKenna
Chief Operating OfficerCRD 7384928
James Kelley
Chief Investment OfficerCRD 6573879
Contacts
3 of 14
Brent Bloomer
OwnerCRD 4956869
Stephen Phillips
Client Service ManagerCRD 6948395
Zachary Zarda
Financial AdvisorCRD 7049292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 178Active vs passive
$733M in ETFs
73%
$535M
26%
$198M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $143M | 218,425 | 19.46% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6201 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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