# Caliber Wealth Management, LLC

> 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.

- CRD: 331165
- Filed as: CALIBER WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Overland Park, KS
- Filing period: October 2026
- Form ADV filing dated: August 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/331165
- AdvisorCensus page: https://advisorcensus.com/firm/caliber-wealth-management-llc-overland-park-ks-331165

## Quick answers

**How is Caliber Wealth Management, LLC compensated?**
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).

**What does Caliber Wealth Management, LLC's brochure say about its fees?**
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.

**Where is Caliber Wealth Management, LLC located?**
Caliber Wealth Management, LLC's principal office is in Overland Park, KS, according to its Form ADV.

**Is Caliber Wealth Management, LLC registered with the SEC or a state?**
Caliber Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 331165.

**How much does Caliber Wealth Management, LLC manage?**
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).

**How have Caliber Wealth Management, LLC's assets and staff changed since 2024?**
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.

**What types of clients does Caliber Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,162); high net worth individuals (506).

**Which custodians does Caliber Wealth Management, LLC use?**
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.

**Does Caliber Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Caliber Wealth Management, LLC state an account minimum?**
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."

**What changed in Caliber Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Registered or notice-filed in CO.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated June 24, 2026)

- Asset-based fee: 0.25% to 1.5% a year (a range, as the brochure states it)

> 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.)

- Account minimum: None

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Raymond James & Associates, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,763,558,000
- Discretionary: $1,543,198,621
- Non-discretionary: $220,359,379

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,162 | $415,370,292 |
| High net worth individuals | 506 | $1,348,187,708 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2024 (2 years)
- Employees: 24 total, 15 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AR, AZ, CA, CO, CT, FL, GA, IA, IL, KS, LA, MA, MN, MO, NE, OH, OK, OR, TX, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- caliberkc.com
- Facebook @caliberwealthkc
- Instagram @caliberwealthkc
- LinkedIn @67518657
- X @caliberKC
- X @caliberkc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | Not reported | 18 | July 20, 2024 |
| October 2025 | $1,168,700,000 | 22 | July 29, 2025 |
| October 2026 | $1,763,558,000 | 24 | August 14, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Registered or notice-filed in CO.

### April 2026
- Regulatory assets under management went from $1,168,700,000 to $1,763,558,000 (+51%).

### January 2026
- Registered or notice-filed in CT, GA, IA, MN, WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Caliber Wealth Management, LLC (CRD 331165): Form ADV filing data as of October 2026.