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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Caliber Wealth Advisory has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.