CALIBRATE WEALTH, LLC

CALIBRATE WEALTH, LLC is an SEC-registered investment adviser (CRD 290631). Regulatory assets under management: $9.5M.

Registration

• CRD: 290631
• Type: Registered investment adviser
• Phone: (773) 501-4965
• Latest filing: 2025-06-17
• Regulatory AUM: $9.5M
• Discretionary AUM: $9.5M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 290631 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search