SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Caliber Wealth Management, LLC
Overland Park, KS
CRD 331165
Firm filing updated August 14, 2026 ·
- $1.8BAssets
- 1,668Clients
- 15Advisory staff
- 5,992Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals1,162
- High net worth individuals506
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,162 | $415.4 million |
| High net worth individuals | 506 | $1.3 billion |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Assets and accounts
- Regulatory assets$1.8 billion
- Accounts5,992
- Discretionary$1.5 billion · 4,643 accounts
- Non-discretionary$220.4 million · 1,349 accounts
People
- Employees24
- Advisory staff15
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients51 to 100
Advisors
9 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 331165, SEC file 801-130677.
- Registered with the SEC as an investment advisor (status date on record: July 15, 2024).
Is Caliber Wealth Management, LLC a fiduciary?
Short answer: Caliber Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.