# Calibrate Wealth, LLC

> Calibrate Wealth, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated June 17, 2025.

- CRD: 290631
- Filed as: CALIBRATE WEALTH, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Iowa
- Filing period: October 2026
- Form ADV filing dated: June 17, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/290631
- AdvisorCensus page: https://advisorcensus.com/firm/calibrate-wealth-llc-290631

## Quick answers

**How is Calibrate Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Calibrate Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**Is Calibrate Wealth, LLC registered with the SEC or a state?**
Calibrate Wealth, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 290631.

**How much does Calibrate Wealth, LLC manage?**
Calibrate Wealth, LLC reports $9,500,000 in regulatory assets under management in its Form ADV filing dated June 17, 2025 (100% discretionary).

**What types of clients does Calibrate Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (18).

**Does Calibrate Wealth, LLC report any disciplinary disclosures?**
Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290631

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $9,500,000
- Discretionary: $9,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 18 | $9,500,000 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

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

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/290631

### Websites listed on Form ADV (Item 1.I)
- calibratewm.com
- LinkedIn @ZACHARY-MARSH-567A6068

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Calibrate Wealth, LLC (CRD 290631): Form ADV filing data as of October 2026.