# Caliber Wealth Advisory

> Caliber Wealth Advisory is a state-registered investment advisory firm in Tampa, FL, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 29, 2026.

- CRD: 289319
- Filed as: CALIBER WEALTH ADVISORY
- Legal name: Caliber Wealth Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Tampa, FL
- Filing period: October 2026
- Form ADV filing dated: September 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289319
- AdvisorCensus page: https://advisorcensus.com/firm/caliber-wealth-advisory-tampa-fl-289319

## Quick answers

**How is Caliber Wealth Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Caliber Wealth Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other.

**Where is Caliber Wealth Advisory located?**
Caliber Wealth Advisory's principal office is in Tampa, FL, according to its Form ADV.

**Is Caliber Wealth Advisory registered with the SEC or a state?**
Caliber Wealth Advisory is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289319.

**How much does Caliber Wealth Advisory manage?**
Caliber Wealth Advisory reports $24,144,175 in regulatory assets under management in its Form ADV filing dated September 29, 2026 (100% discretionary).

**What types of clients does Caliber Wealth Advisory serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (13); high net worth individuals (8).

**Does Caliber Wealth Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289319

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $24,144,175
- Discretionary: $24,144,175
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 13 | $3,619,442 |
| High net worth individuals | 8 | $20,524,733 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT, FL, GA, OK
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- caliberwealthadvisory.com
- forgetyour401k.com
- LinkedIn @caliber-wealth-advisory
- X @CALIBERWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Caliber Wealth Advisory (CRD 289319): Form ADV filing data as of October 2026.