Caliber Wealth Management, LLC
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 331165
- Registered since
- July 15, 2024
- Website
- caliberkc.com
- Custodians
- RAYMOND JAMES & ASSOCIATES, INC., CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI76.45%
- Individuals23.55%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Caliber Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2024. The firm serves individual and family clients, offering fee arrangements that include a percentage-of-AUM component and fixed-fee engagements. Core advisory services listed by the firm include comprehensive financial planning, portfolio management for individuals and small businesses, and pension consulting. Caliber does not present itself as a capital allocator to external managers and is not identified as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds73%
- Exchange Traded Equities20%
- Cash & Cash Equivalents6%
- Other3%
Owners & executives
3 of 3
Mark Albright
Chief Executive OfficerCRD 4413263
Joshua McKenna
Chief Operating OfficerCRD 7384928
James Kelley
Chief Investment OfficerCRD 6573879
Contacts
3 of 14
Brent Bloomer
OwnerCRD 4956869
Stephen Phillips
Client Service ManagerCRD 6948395
Zachary Zarda
Financial AdvisorCRD 7049292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 182Active vs passive
$834M in ETFs
72%
$602M
26%
$232M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $163M | 217,143 | 19.50% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 6201 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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