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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2017
- Office Locations
- 1
Office Locations
About Caliber Wealth Advisory
Caliber Wealth Advisory is a fee-only RIA providing comprehensive financial planning and strategic investment management for professionals, retirees, and families focused on goal-based planning, income generation, and portfolio risk management across global markets. The team brings U.S. financial industry and military experience and works with clients in-office or virtually; Schwab is a primary custodian.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
RONALD THOMAS LECLAIRE JR
Chief Compliance Officer, President, Senior Wealth Manager
- CRD
- #5085947
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,144,175 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,144,175 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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