CALIBRATE WEALTH, LLC
RIASEC Registered
Total AUM
$9.5M
Discretionary
$9.5M
100% of AUM
Avg account
$475K
Accounts
20
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 290631
- Website
- www.calibratewm.com
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Calibrate Wealth, LLC is an independent registered investment advisory firm that focuses primarily on providing financial planning services and portfolio management for individuals and small businesses. The firm operates under a fee structure based on a percentage of assets under management. With a client base comprising individuals and families, Calibrate Wealth emphasizes personalized investment strategies tailored to meet the unique needs of its clients.
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
- Exchange Traded Equities52%
- US Government Bonds16%
- Investment Grade Corp Bonds15%
- Other15%
- Cash & Cash Equivalents2%
Owners & executives
1 of 1ZACHARY MARSH
Co-Founder and CIOCRD 3208168
Contacts
1 of 1Dashle Kelley
CRD 7908343
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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