CALIBER WEALTH MANAGEMENT, LLC

CALIBER WEALTH MANAGEMENT, LLC of OREM, UT is an SEC-registered investment adviser (CRD 173280). Regulatory assets under management: $503.2M.

Registration

• CRD: 173280
• SEC file number: 801-114829
• Type: Registered investment adviser
• Location: 980 EAST 800 NORTH, SUITE 203, OREM, UT, 84097
• Phone: 385-223-8688
• Latest filing: 2024-04-03
• Regulatory AUM: $503.2M
• Discretionary AUM: $349.0M
• Non-discretionary AUM: $154.3M
• Clients: 6
• Accounts: 2,059

Officers, owners & control persons (3)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 173280 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search