Bryson C Slater
Investment adviser representative at Caliber Wealth Management, LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Caliber Wealth Management, LLCJan 2025 to now
- Petrovic Financial Services (f/k/a Petrovic Weaver Financial)Sep 2017 to Mar 2025
- Gwfs Equities, Inc.Sep 2014 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Caliber Wealth Management, LLC
$1.8BAssets managed
1,668Clients
14Advisers
2 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6114648
- Firm CRD
- 331165