CALIBER WEALTH ADVISORY

CALIBER WEALTH ADVISORY of TAMPA, FL is an SEC-registered investment adviser (CRD 289319). Regulatory assets under management: $24.1M.

Registration

• CRD: 289319
• Type: Registered investment adviser
• Location: 4830 W KENNEDY BLVD, TAMPA, FL, 33609
• Phone: (813) 819-3400
• Latest filing: 2026-02-16
• Regulatory AUM: $24.1M
• Discretionary AUM: $24.1M
• Clients: 1
• Accounts: 59

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289319 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search