# CALIBER WEALTH ADVISORY

CALIBER WEALTH ADVISORY of TAMPA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 289319
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289319/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289319/similar
- Related entities: https://search.stillhousedata.com/firm/289319/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289319

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.