| 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 |
Caliber Wealth Management, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
Caliber Wealth Management, LLC reports 22 employees.
Caliber Wealth Management, LLC is based in Overland Park, KS and has been SEC-registered since 2024.
Caliber Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.02B |
| Non-discretionary | $146.1M |
| Total (RAUM) | $1.17B |