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| Happy Holidays!! thanks for using AUM13F!! |
| Caliber Wealth Management LLC
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| CRD # | 331165 |
| SEC # | 801-130677 |
| CIK # | 0001800453 |
| AUM | $1.2 B (2025-07-29) |
| Employees | 22 (68% Investors, 0% Brokers) |
| Phone | 913-303-3920 |
| Address | 6201 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Broadcom Inc | 4.4 | ||
| Palo Alto Networks Inc | 4.1 | ||
| Microsoft Corp | 3.8 | ||
| Salesforce Com Inc | 3.6 | ||
| Chipotle Mexican Grill Inc | 3.5 | ||
| ServiceNow Inc | 3.4 | ||
| Alphabet Inc | 3.3 | ||
| Costco Wholesale Corp /NEW | 3.2 | ||
| Marriott International Inc /MD/ | 3.2 | ||
| American Express Co | 3.2 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,041 | 384.5 |
| (b) Individuals (high net worth individuals) | 275 | 784.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 4,598 | 1,168.7 |
| By Discretionary | ||
| Discretionary | 3,560 | 1,022.6 |
| Non-Discretionary | 1,038 | 146.1 |
| Total | 4,598 | 1,168.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,168.7 | |
| Total | 4,598 | 1,168.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001800453] |
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