$9.5M Total AUM
$9.5M Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 11-02-2017
- Office Locations
- 2
Office Locations
-- Clive IA
-- DES Moines IA
About Calibrate Wealth, LLC
Calibrate Wealth provides investment management and financial planning, delivering risk-parity, momentum, and tactical risk-parity portfolios in separately managed accounts. Serves individuals (often $250k+ investable assets), retirees seeking sustainable income, and foundations/endowments, family offices, and institutions. Custody supported via Interactive Brokers and Morgan Stanley.
Team overview
49 AVG AGE
$9.5M AVG AUM / ADVISOR
$527.8K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
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Asset Classes
Atlas delta Timber Prime
Client Personas
Pioneer catalyst Insight value
Custodian
Atlas Vector Vector matrix
Fund Managers
Unison
Investment Themes
Delta Beacon wave Peak Foundation focus
Investment Vehicles
Delta Matrix oak
Services
Oak Eagle Ember glacier
Owner & Executives
Z
ZACHARY ALEXANDER MARSH
Chief Compliance Officer, Managing Member
- CRD
- #3208168
- Ownership
- 75% or more
(333) 461-8165
eagle.bridge@pathwaycapital.com
in linkedin.com/in/eagle-ridge
Showing 1 of 1 owners & executives
Unlock allContacts
D
Dashle Kelley
--
- CRD
- #7908343
(734) 468-9149
frontier.radial@bridgecapital.com
in linkedin.com/in/quantum-ridge
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $9,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,500,000
Equity - Exchange:
8.2% U.S. Government/Agency:
35.7% Corporate - Investment Grade:
21.3% Other:
14.2% Cash:
20.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $492,545,129 | 8.2% |
| U.S. Government/Agency | $2,144,373,307 | 35.7% |
| Corporate - Investment Grade | $1,279,416,007 | 21.3% |
| Other | $852,944,004 | 14.2% |
| Cash | $1,237,369,472 | 20.6% |
| Total | $6,006,647,919 | 100.0% |