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| Caliber Wealth Management LLC
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|---|---|
| CRD # | 331165 |
| SEC # | 801-130677 |
| CIK # | 0001800453 |
| AUM | $1.8 B (2026-06-24) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Phone | 913-303-3920 |
| Address | 6201 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($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) | 1,162 | 415.4 |
| (b) Individuals (high net worth individuals) | 506 | 1,348.2 |
| (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 | 5,992 | 1,763.6 |
| By Discretionary | ||
| Discretionary | 4,643 | 1,543.2 |
| Non-Discretionary | 1,349 | 220.4 |
| Total | 5,992 | 1,763.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,763.6 | |
| Total | 5,992 | 1,763.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001800453] |
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|---|---|---|
|
Auxano Advisors LLC
✚
|
WA | 1.8 |
|
Oak Associates Ltd
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OH | 1.8 |
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Mainline West Fund Manager LLC
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CO | 1.8 |
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Linden Thomas Advisory Services LLC
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GA | 1.8 |
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Schaper Benz & Wise Investment Counsel Inc
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Ironwood Investment Counsel LLC
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AZ | 1.8 |
|
Petra Capital Management Inc
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|
1.8 | |
|
Quantum Advisors Private Limited
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|
1.8 | |
|
GFI Investment Counsel Ltd
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1.8 |