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| Caliber Wealth Management LLC
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|---|---|
| CRD # | 331165 |
| SEC # | 801-130677 |
| CIK # | 0001800453 |
| AUM | 1,763.6 M (2026-06-24) |
| Employees | 24 (62% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 913-303-3920 |
| Address | 6201 College Blvd Overland Park, KS 66211 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| In the News | |
|---|---|
| Fri, 01 May 2026 | Prosperity Capital Advisors Unveils Unified Vision to Deliver the Highest Caliber Wealth Management Experience for Clients — Business Wire |
| CIK | Period |
|---|---|
| 0001800453 |
| Sector | Form 13F Holdings | Value ($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 | ||
| General Dynamics Corp | 3.1 | ||
| Oracle Corp | 3.1 | ||
| Schwab Charles Corp | 3.0 | ||
| Home Depot Inc | 3.0 | ||
| Zscaler Inc | 3.0 | ||
| Shopify Inc | 2.9 | ||
| Apple Inc | 2.9 | ||
| Wal Mart Stores Inc | 2.9 | ||
| Sunrun Inc | 2.7 | ||
| UnitedHealth Group Inc | 2.6 | ||
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| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
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