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Petrovic Financial Solutions LLC

Partner (voting Llc Member)Caliber Wealth Management, LLC

About Petrovic Financial Solutions LLC

Petrovic Financial Solutions LLC is listed as Partner (voting Llc Member) at Caliber Wealth Management, LLC in Overland Park, KS. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

Owns 5-10% of Caliber Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Petrovic Financial Solutions LLC work?

Petrovic Financial Solutions LLC is listed as Partner (voting Llc Member) at Caliber Wealth Management, LLC on SEC Form ADV.

How much of Caliber Wealth Management, LLC does Petrovic Financial Solutions LLC own?

Form ADV reports a beneficial ownership band of 5-10%.

Caliber Wealth Management, LLC

TitlePartner (voting Llc Member)
Ownership5-10%
Control personYes
Since2025