OVERLAND PARK, KSCRD 331165Latest ADV March 24, 2026
Caliber Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Overland Park, KS. Its latest Form ADV filing, dated March 24, 2026, reports $1.8B in regulatory assets under management, 24 employees, and 5,992 accounts.
Assets Under Management
$1.8B
Employees
24
Offices
--
Total Clients
1,668
Primary office
OVERLAND PARK, KS
6201 COLLEGE BLVD, SUITE 650, OVERLAND PARK, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 69.7% of total clients.
Top client categories% of clientsClients
1
Individuals
69.7%
1,162
2
HNWI
30.3%
506
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.8Bas of March 24, 2026
Discretionary87.5%
$1.5B
88% of total RAUM87.5%
Non-discretionary12.5%
$220M
12% of total RAUM12.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.8B
Total Accounts5,992
10Y AUM Change+$1.8B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees24
Clients per Employee70:1
10Y Employee Change+6 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.