C
CRD: 331165
Caliber Wealth Management, LLC
Overland Park, KS, 66211
9133033920
$1.8B Total AUM
$1.5B Disc. AUM
-- 3Y CAGR
24 Employees
1,668 ADV. Clients
2 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
6201 College Blvd Suite 650 Overland Park KS
About Caliber Wealth Management, LLC
Caliber Wealth Management, LLC is a Overland Park-based RIA. The firm has been operating for 2 years. Managing $1.8B in total assets under management, with 15 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James. Services offered include Business Succession, Estate Planning, Financial Planning.
Team overview
42 AVG AGE
$117.6M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
1.7 yrs AVG TENURE
24 Employees
15 Advisory Reps
15 RIA Reps
2yrs Firm Age
Insights
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Asset Classes
Value
Investment Themes
Capital Harbor summit
Investment Vehicles
Momentum Eagle
Services
Signal Catalyst Glacier catalyst Vital Matrix eagle Vector wave
Owner & Executives
Mark Anthony Albright
Advisor, Chief Executive Officer
- CRD
- #4413263
- Ownership
- 10% but less than 25%
(215) 677-6265
ridge.pioneer@legacycapital.com
in linkedin.com/in/vector-legacy
Andrew James Dibble
Financial Advisor
- CRD
- #4555621
- Ownership
- 10% but less than 25%
(289) 487-7755
timber.pioneer@momentumcapital.com
in linkedin.com/in/fusion-ember
H
Horizon insight
Ember zenith
- CRD
- #38023
- Ownership
- 39.6%
(284) 514-9523
glacier.quantum@valuecapital.com
in linkedin.com/in/catalyst-focus
Showing 2 of 11 owners & executives
Unlock allContacts
Joseph Patrick Gravino Jr.
--
- CRD
- #2468532
(832) 912-7725
delta.ember@harborcapital.com
in linkedin.com/in/pathway-legacy
James Edward Kelley
--
- CRD
- #6573879
(863) 926-2795
radial.glacier@focuscapital.com
in linkedin.com/in/zenith-matrix
U
Unison signal
Prime north
- CRD
- #44137
(507) 670-8294
oak.oak@capitalcapital.com
in linkedin.com/in/vector-ridge
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,543,198,621 | $332,371 |
| Non-Discretionary | $220,359,379 | $163,350 |
| Total | $1,763,558,000 | $294,319 |
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Separately Managed Accounts
Total SMA Asset: $1,763,558,000
Public Funds:
29.7% Equity - Exchange:
23.0% Cash:
25.7% Other:
21.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,153,298,243 | 29.7% |
| Equity - Exchange | $893,126,586 | 23.0% |
| Cash | $997,971,881 | 25.7% |
| Other | $838,762,359 | 21.6% |
| Total | $3,883,159,069 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MOMENTUM GLACIER CATALYST | MERIDIAN PEAK | 9BRWZE0XE | QMSXB | 6.56% | $21,697,531 |
| ELEMENT PEAK | HARBOR INSIGHT | 90FIA7K3W | VEKD | 6.69% | $114,231,905 |
| OPTIMA BEACON VECTOR | RIDGE GLACIER | ULUOJXPJE | ZMJ | 9.80% | $8,224,100 |
| VERTEX HARBOR | CAPITAL LEGACY | E2GHGNDUC | CRGU | 12.39% | $58,411,780 |
| WAVE CAPITAL | MERIDIAN VECTOR | 8PBX5TKCB | VVB | 12.53% | $24,545,966 |
| BRIDGE RADIAL | OAK VALUE | W01K1Z74M | JFGSQ | 4.29% | $11,768,560 |
| SUMMIT CATALYST | HORIZON CAPITAL | Q3ZU5TAU4 | GZQ | 1.62% | $27,690,811 |
| ALPHA OAK EAGLE | WAVE DELTA | PT0LQ2R33 | EUI | 1.41% | $24,639,692 |