Caliber Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, tax planning, and tax preparation. Financial planning was provided to 51–100 clients last fiscal year.
Caliber Wealth Management reports 1,668 clients. They include 1,162 individual clients and 506 high-net-worth individuals. Of its assets, 87.5% ($1.54B across 4,643 accounts) are managed with discretion; $220M across 1,349 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 70% | 24% |
| High-net-worth individuals | 30% | 76% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,162 | $415M | 23.6% | $357K |
| High-net-worth individuals | 506 | $1.35B | 76.4% | $2.66M |
| Total | 1,668 | $1.76B | 100% | $1.06M |
- Clients
- 1,162
- Regulatory AUM
- $415M
- AUM share
- 23.6%
- Avg. per client
- $357K
- Clients
- 506
- Regulatory AUM
- $1.35B
- AUM share
- 76.4%
- Avg. per client
- $2.66M
Total
- Clients
- 1,668
- Regulatory AUM
- $1.76B
- AUM share
- 100%
- Avg. per client
- $1.06M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 51–100
Caliber Wealth Management charges 0.25%–1.50% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is quoted in advance as a fixed fee based on complexity, subject to a $2,000 overall firm fee minimum, generally billed monthly in advance.
- Non-Management Advisory Services
- Non-management advisory services are negotiated in advance, generally charged monthly, and range from .25% to 1.00% depending on complexity.
- Tax Preparation and Consulting
- Tax preparation and tax consulting are quoted in advance as a fixed or tiered fee based on the complexity of the engagement.
It has 24 employees, 15 of them in advisory roles.
Leadership
- Brent BloomerOwner (Non-Voting LLC Member)
- Joshua McKennaOwner (Non-Voting LLC Member)
- Lauren OlsenOwner (Non-Voting LLC Member)
- Bryson SlaterOwner (Non-Voting LLC Member)
- Mark AlbrightCEO / CCO/ Partner (Voting LLC Member)
- Cole DimondPartner (Voting LLC Member)
- Michael WardPartner (Voting LLC Member)
- Andrew DibblePartner (Voting LLC Member)
- John ArndtPartner (Voting LLC Member)
- David SprickOwner (Non-Voting LLC Member)
- Tyson SprickPartner (Voting LLC Member)
Investment adviser representatives
14 representatives listed in the SEC register as of 9 October 2026.
- Mark Anthony Albright
- John Daniel Arndt
- Brent Joel Bloomer
- Andrew James Dibble
- Cole Joseph Dimond
- Joseph Patrick Gravino Jr.
- James Edward Kelley
- Jeffrey Worth Ostrander
- Alexander Michael Petrovic III
- Stephen Andrew Phillips
- Bryson C Slater
- Tyson J Sprick
- Michael Ray Ward
- Zachary Joseph Zarda
Staff
- 24 employees
- 15 in advisory functions
- 15 state-registered reps
- Owns 10% to 25% of Caliber Wealth Management, LLC
Mark Albright
Control person · since April 2024
- Owns 10% to 25% of Caliber Wealth Management, LLC
Cole Dimond
Control person · since April 2024
- Owns 10% to 25% of Caliber Wealth Management, LLC
Michael Ward
Control person · since April 2024
- Owns 10% to 25% of Caliber Wealth Management, LLC
Andrew Dibble
Control person · since April 2024
- Owns 5% to 10% of Caliber Wealth Management, LLC
John Arndt
Control person · since April 2024
- Owns 5% to 10% of Caliber Wealth Management, LLC
David Sprick
since October 2024
- Owns 5% to 10% of Caliber Wealth Management, LLC
Tyson Sprick
Control person · since October 2024
- Owns 5% to 10% of Caliber Wealth Management, LLC
Petrovic Financial Solutions LLC
Control person · since April 2025
- Owns 75% or more of Petrovic Financial Solutions LLC
Alexander Petrovic
Control person · since July 2015
Caliber Wealth Management’s regulatory assets grew Infinity× from $0 (July 2024) to $1.76B (August 2026); employees rose from 18 to 24.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| August 2026 | $1.76B | 1,668 | 24 | 1 |
| July 2025 | $1.17B | 1,316 | 22 | 1 |
| July 2024 | $0 | 0 | 18 | 1 |
Besides its headquarters, Caliber Wealth Management has 0 offices, with 1 listed address in Kansas.
Kansas · 1 listed address
- 6201 College BLVD, Suite 650, Overland ParkHQ
Contact and registration details
- Legal name
- Caliber Wealth Management, LLC
- Headquarters
- 6201 College BLVD, Suite 650, Overland Park, KS 66211
- Website
- caliberkc.com
- Phone
- 913-303-3920
- @67518657
- SEC file
- 801-130677
- Founded
- 2024
- Structure
- Kansas LLC
- Fiscal year end
- December
Caliber Wealth Management uses Raymond James ($1.32B, 76%) and Charles Schwab ($420M, 24%) as custodians for its separately managed accounts. Caliber Wealth Management has custody of $417M in client assets for 364 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $420M24%
- Raymond JamesRaymond James & Associates, Inc. · St. Petersburg, FL · $1.32B76%
At year end, Caliber Wealth Management’s separately managed accounts were mostly in funds (73%) and stocks (20%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.04B across 300 positions; the largest are iShares TR (15.7%), American Centy ETF TR (7.8%) and iShares TR (3.4%).
What the accounts hold
- Stocks20%
- Funds73%
- Cash6%
- Other3%
- Fixed annuities, structured products, treasury notes, muni bonds, private credit funds, etc.3%
Reported 13F holdings
- $1.04B
- Reported 13F value
- 300
- Positions
- 44.7%
- In the 10 largest
- +13.3%
- Value vs. prior quarter
- iShares TR · Core S&P500 ETF15.7%
- American Centy ETF TR · US EQT ETF7.8%
- iShares TR · Core S&P Mcp ETF3.4%
- iShares TR · Rus 1000 Grw ETF3.3%
- iShares TR · Core US Aggbd ET3.0%
- Vanguard Index Fds · Total Stk Mkt2.8%
- American Centy ETF TR · Intl EQT ETF2.3%
- Vanguard Index Fds · S&P 500 ETF Shs2.3%
- iShares TR · Core S&P Scp ETF2.1%
- American Centy ETF TR · Avantis Emgmkt2.1%
Together, the ten largest are 44.7% of reported value.
How many clients does Caliber Wealth Management have?
Caliber Wealth Management has 1,668 clients and manages $1.76 billion for them, as of August 2026. They include 1,162 individual clients and 506 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026
What services does Caliber Wealth Management offer?
Caliber Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, estate planning, insurance, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Caliber Wealth Management charge?
Caliber Wealth Management charges 0.25%–1.50% for its Portfolio Management Services. The brochure does not state whether the rate is annual. The fee is billed in advance and is negotiable.
Source: CALIBER WEALTH MANAGEMENT, LLC - ADV PART 2A, filed 24 June 2026
Which custodians does Caliber Wealth Management use?
Caliber Wealth Management’s separately managed account assets are held at Raymond James & Associates, Inc. (St. Petersburg, FL), with $1.32B and Charles Schwab & Co., Inc. (Westlake, TX), with $420M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026
How many financial advisors does Caliber Wealth Management have?
Caliber Wealth Management has 15 investment adviser representatives registered with state securities authorities, out of 24 employees, and 15 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Caliber Wealth Management invest in?
At the end of its last fiscal year, Caliber Wealth Management’s separately managed accounts held 73% registered funds (mutual funds, ETFs, BDCs), 20% exchange-traded equities, 6% cash and equivalents and 3% other. The 3% other category is described as: Fixed Annuities, Structured Products, Treasury Notes, Muni Bonds, Private Credit Funds, Etc.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Caliber Wealth Management?
Caliber Wealth Management is owned through a holding company by Alexander Petrovic. Its direct owners are Mark Albright, Cole Dimond, Michael Ward, Andrew Dibble, John Arndt, David Sprick, Tyson Sprick and Petrovic Financial Solutions LLC, each holding 25% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 14 August 2026
How does Caliber Wealth Management get paid?
Caliber Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Caliber Wealth Management registered with the SEC?
Yes, Caliber Wealth Management has been registered with the SEC as an investment adviser since 15 July 2024. Its CRD number is 331165 and its SEC file number is 801-130677.
Source: Form ADV Part 1A, Item 1, filed 14 August 2026; IAPD firm record
How do I contact Caliber Wealth Management?
Caliber Wealth Management’s main office is at 6201 College BLVD, Suite 650, Overland Park, KS 66211. Its phone number is 913-303-3920. Its website is caliberkc.com.