Wealth manager, independent · Overland Park, KS
Caliber Wealth Management, LLC
SEC-registered investment adviser · CRD 331165 · SEC 801-130677
At a glance
Caliber Wealth Management, LLC is an SEC-registered investment adviser based in Overland Park, Kansas, with $1.8B in regulatory assets under management as of its Form ADV filed August 14, 2026. It reports 1,668 individual clients, 506 of them high-net-worth, holding an average of about $1.1 million each, and 24 employees. That ranks it 624th among the nation’s 5,657 independent wealth management RIAs and 8th of 74 in Kansas. It reports 2 custodians for its clients’ separately managed accounts: Raymond James and Charles Schwab.
Main office 913-303-3920caliberkc.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $1.8B
- Rank among independent wealth managers
- #624 of 5,657
- Rank among all SEC RIAs
- #3,899 of 17,210
- Rank in Kansas
- #8 of 74
- Individual clients
- 1,668
- High-net-worth clients
- 506
- Accounts
- 5,992
- Discretionary
- 88% of AUM
- Employees
- 24
- Advisory staff
- 15
- Offices
- 1
Owners and executives on its Form ADV
- Mark A. AlbrightCEO / Cco/ Partner (voting LLC Member)
- Cole J. DimondPartner (voting LLC Member)
- Michael R. WardPartner (voting LLC Member)
- Andrew J. DibblePartner (voting LLC Member)
- John D. ArndtPartner (voting LLC Member)
- Brent J. BloomerOwner (non-Voting LLC Member)
- Joshua C. McKennaOwner (non-Voting LLC Member)
- David A. SprickOwner (non-Voting LLC Member)
- Tyson J SprickPartner (voting LLC Member)
- Bryson C SlaterOwner (non-Voting LLC Member)
- Lauren B. OlsenOwner (non-Voting LLC Member)
Custody and brokerage
Broker-dealer
No broker-dealer ties
Caliber Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 506 | $1.3B | 76% |
| Individuals | 1,162 | $415M | 24% |
Disciplinary disclosures
Caliber Wealth Management, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗caliberkc.com ↗
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 2,224 peers of its type and size
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- 11 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Kansas
All of Kansas →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Creativeone Wealth, LLCOverland Park | $6.3B | 22,064 |
| Cetera Planning PartnersLeawood | $4.2B | 4,748 |
| FAS Wealth Partners, Inc.Leawood | $3.8B | 1,524 |
| Fortis Capital Advisors, LLCPrairie Village | $1.6B | 2,127 |
| CGN Advisors, LLCManhattan | $1.6B | 1,281 |
| Kavar Capital PartnersLeawood | $1.6B | 449 |
Background
Questions
How much does Caliber Wealth Management, LLC manage?
Caliber Wealth Management, LLC reports $1.8B in regulatory assets under management across 5,992 accounts, 88% of it on a discretionary basis, on its Form ADV filed August 14, 2026.
How many clients does Caliber Wealth Management, LLC have?
It reports 1,668 individual clients: 506 high-net-worth individuals and 1,162 other individuals. Individuals account for about 100% of its regulatory assets.
Where is Caliber Wealth Management, LLC headquartered?
Its main office is in Overland Park, Kansas. It reports 1 office in total and 24 employees, 15 of whom perform investment advisory functions.
How does Caliber Wealth Management, LLC charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Caliber Wealth Management, LLC use?
It reports 2 custodians for its clients’ separately managed accounts: Raymond James and Charles Schwab. On Schedule D of its Form ADV filed August 14, 2026, it reports these amounts held: Raymond James ($1.3B); Charles Schwab ($420M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Caliber Wealth Management, LLC a hybrid RIA with a broker-dealer?
Caliber Wealth Management, LLC reports no employees registered with a broker-dealer and no affiliated broker-dealer.
Is Caliber Wealth Management, LLC a fiduciary?
As an SEC-registered investment adviser, Caliber Wealth Management, LLC owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. It reports no employees who are registered representatives of a broker-dealer.
Where these numbers come from
Every figure is Caliber Wealth Management, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-08-14), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →