Caliber Wealth Management, LLC
● SEC registered since 2024CRD 331165SEC# 801-130677Overland Park, KS
Reg. AUM
$1.76B
Employees
24
Accounts
5,992
Location
Overland Park, KS
Caliber Wealth Management, LLC assets under management
Caliber Wealth Management, LLC is an investment advisory firm registered with the SEC based in Overland Park, KS. The firm has been registered since 2024. It reports $1.8 billion in regulatory assets under management and employs 24 people.
Caliber Wealth Management, LLC owners & executives
13 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew James Dibble Control | Partner (voting Llc Member) | 10-25% | 2024 |
| Brent Joel Bloomer | Owner (non-Voting Llc Member) | Under 5% | 2024 |
| Bryson C Slater | Owner (non-Voting Llc Member) | Under 5% | 2025 |
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Join to unlock · $37/moFrequently asked questions
How much does Caliber Wealth Management, LLC manage?
Caliber Wealth Management, LLC reports $1.8 billion in regulatory assets under management on its Form ADV.
How many employees does Caliber Wealth Management, LLC have?
Caliber Wealth Management, LLC reports 24 employees.
Where is Caliber Wealth Management, LLC located?
Caliber Wealth Management, LLC is based in Overland Park, KS and has been SEC-registered since 2024.
Does Caliber Wealth Management, LLC disclose fund performance?
Caliber Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6201 College Blvd, Suite 650, Overland Park, KS 66211 |
| Phone | 913-303-3920 |
| Fax | 913-305-4217 |
| Office hours | 8:00-5:00 Mo-Th, 8:00-3:30 Fr |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.76B▲ 51%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 24%
Larger than 76% of 16,271 advisers
EmployeesTop 21%
More than 79% of 16,825 advisers
Assets under management
$1.76Bregulatory AUM
Discretionary $1.54BNon-discretionary $220.4M