CALIBER WEALTH ADVISORY

Overview

Caliber Wealth Advisory is a small, independent registered investment adviser focused on individual and family clients. The firm acts as a capital allocator — blending discretionary portfolio management with financial planning and the selection of outside managers when appropriate. Its stated activity set includes portfolio management for individuals, small businesses and institutions, pension consulting and choosing other advisers, which signals a willingness to incorporate third‑party strategies alongside in‑house portfolios. Investment preference is equity‑tilted: the firm favors exchange‑traded equities as the core of client portfolios. It does not identify as an active ESG investor. Fee arrangements reported include percentage of AUM, fixed fees and other fee structures, which suggests flexibility in pricing for different client relationships or service packages.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices