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CALIBER WEALTH MANAGEMENT, LLC

OREM, UT · CRD 173280 · IAPD ↗ · 385-223-8688

$503.2MRegulatory AUM
5Advisory reps
6Employees
0Clients
26-50Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2024 — CALIBER WEALTH MANAGEMENT, LLC (OREM, UT) left the SEC roster (was $503.2M RAUM, 5 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — CALIBER WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($424.4M -> $503.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
45
February 2024 — CALIBER WEALTH MANAGEMENT, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.