{
  "crd_number": 331165,
  "slug": "caliber-wealth-management-llc-overland-park-ks-331165",
  "primary_business_name": "CALIBER WEALTH MANAGEMENT, LLC",
  "legal_name": "CALIBER WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Overland Park",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "28140",
  "metro": {
    "cbsa_code": "28140",
    "common_name": "Kansas City",
    "msa_name": "Kansas City, MO-KS",
    "path": "/advisors/mo/kansas-city"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-07-15",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-08-14",
  "carried_forward": false,
  "raum_total": 1763558000.0,
  "raum_discretionary": 1543198621.0,
  "raum_non_discretionary": 220359379.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 24,
  "advisory_employees": 15,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 415370292.0,
      "count": 1162
    },
    "high_net_worth_individuals": {
      "raum": 1348187708.0,
      "count": 506
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AR",
    "AZ",
    "CA",
    "CO",
    "CT",
    "FL",
    "GA",
    "IA",
    "IL",
    "KS",
    "LA",
    "MA",
    "MN",
    "MO",
    "NE",
    "OH",
    "OK",
    "OR",
    "TX",
    "VA",
    "WA"
  ],
  "websites": [
    "https://caliberkc.com",
    "https://facebook.com/caliberwealthkc",
    "https://instagram.com/caliberwealthkc",
    "https://linkedin.com/company/67518657",
    "https://twitter.com/caliberKC",
    "https://x.com/caliberkc"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331165",
  "city_as_filed": "OVERLAND PARK",
  "url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165",
  "display_name": "Caliber Wealth Management, LLC",
  "summary": "Caliber Wealth Management, LLC is an SEC-registered investment advisory firm in Overland Park, KS, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated August 14, 2026.",
  "citation": "AdvisorCensus. Caliber Wealth Management, LLC (CRD 331165): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Caliber Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Caliber Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Caliber Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated June 24, 2026 states: Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Caliber Wealth Management, LLC located?",
      "a": "Caliber Wealth Management, LLC's principal office is in Overland Park, KS, according to its Form ADV."
    },
    {
      "q": "Is Caliber Wealth Management, LLC registered with the SEC or a state?",
      "a": "Caliber Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331165."
    },
    {
      "q": "How much does Caliber Wealth Management, LLC manage?",
      "a": "Caliber Wealth Management, LLC reports $1,763,558,000 in regulatory assets under management in its Form ADV filing dated August 14, 2026 (88% discretionary)."
    },
    {
      "q": "How have Caliber Wealth Management, LLC's assets and staff changed since 2024?",
      "a": "In the Form ADV data for Caliber Wealth Management, LLC: Regulatory assets under management: $1,168,700,000 in the October 2025 data and $1,763,558,000 in the October 2026 data, up 51%. Total employees: 18 in October 2024 and 24 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Caliber Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,162); high net worth individuals (506)."
    },
    {
      "q": "Which custodians does Caliber Wealth Management, LLC use?",
      "a": "Caliber Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Raymond James & Associates, Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Caliber Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/331165"
    },
    {
      "q": "Does Caliber Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated June 24, 2026 says: \"For its services, CWM does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size.\""
    },
    {
      "q": "What changed in Caliber Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Registered or notice-filed in CO."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 18,
      "filing_date": "2024-07-20"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1168700000.0,
      "total_employees": 22,
      "filing_date": "2025-07-29"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1763558000.0,
      "total_employees": 24,
      "filing_date": "2026-08-14"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Registered or notice-filed in CO."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,168,700,000 to $1,763,558,000 (+51%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in CT, GA, IA, MN, WA."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated June 24, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": "0.25% to 1.5% a year",
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)"
        ],
        "quotes": [
          "The firm’s fees from 0.25% to 1.50% depending on various factors (e.g. level of service to be provided, amount of assets to be managed, complexity of the engagement, etc.)"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "For its services, CWM does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": [
        0.25,
        1.5
      ],
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The firm’s fees from 0.25% to 1.50% depending on various factors (e.g. level of service to be provided, amount of assets to be managed, complexity of the engagement, etc.)",
      "For its services, CWM does not require a minimum dollar value in assets for establishing or maintaining a client’s account, but the firm reserves the right to decline engagements for various reasons including account size."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    },
    {
      "name": "Raymond James & Associates, Inc.",
      "name_as_filed": "RAYMOND JAMES & ASSOCIATES, INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 1162,
      "fewer_than_5": false,
      "raum": 415370292.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 506,
      "fewer_than_5": false,
      "raum": 1348187708.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/331165",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}