SourcingSourcing

CALIBER WEALTH MANAGEMENT, LLC

C32
CRD 331165·SEC 801-130677·OVERLAND PARK, KS
AUM
$1.76B
$1B+
Est. Revenue
$17.6M
@ 1% on AUM
Est. EBITDA
$5.3M
@ 30% margin
Est. Deal Value
$42.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
CALIBER WEALTH MANAGEMENT, LLC
CRD
331165
SEC file #
801-130677
EIN
471873640
DBA names
—

Economics

AUM
$1.76B
AUM band
$1B+
AUM trajectory
'25'26
$1.17B → $1.76B▲ +51%
Client mix
Individuals Other1,162
Individuals High Net Worth506

Operations

Employees (total)
24
Advisory staff (per ADV)
15
Advisory staff (5-yr trend)
'25'26
15 advisors → 15 advisors▬ 0%
Primary office
OVERLAND PARK KS
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
twitter.com/caliberkc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
Albright, Mark, Anthony
Top Owner Pct
17.5
Top Owner Entity Kind
I
Owner Count
12
Control Persons
Albright, Mark, Anthony
Dibble, Andrew, James
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:caliber.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
5
Form 5500 Total Participants
8
Form 5500 Total Compensation
257,297
Form 5500 Compensation Trajectory 3y
2025257,297
20240
Form 5500 Plan Count Trajectory 3y
20254
20241
Schedule C Total Compensation
257,297
Schedule C Service Provider Rows
6

SEC EDGAR

Edgar Cik
0001800453
Edgar Registered
Yes
Edgar Filing Count
14
Edgar First Filing Date
2021-01-19
Edgar Last Filing Date
2024-04-25
Edgar 13f Count
14
Edgar 13f Latest AUM Estimate
Filing Date2024-04-25
Accession0001085146-24-002022

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
14
Bc Firm IAR Count
14
Custodian Candidates
Full
Charles Schwab6
Raymond James4
E*trade4
Edgar Addresses
Mailing
980 E. 800 N.SUITE 203OREM, UT 84097
Business
980 E. 800 N.SUITE 203OREM, UT 84097
Edgar EIN
471873640
Edgar Recent Filings
13F-HR2024-04-25 · 0001085146-24-002022
13F-HR2024-04-23 · 0001085146-24-001957
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
4413263
Trust Company Affiliate
No

People (17)

17
Ward, Michael, Ray
IAR · Direct Owner · 17.5%
4942630
Dibble, Andrew, James
IAR · Direct Owner · 17.5%
4555621
Dimond, Cole, Joseph
IAR · Direct Owner · 17.5%
4967237
Albright, Mark, Anthony
IAR · Direct Owner · 17.5%
4413263
SPRICK, TYSON, J
IAR · Direct Owner · 7.5%
5833943
ARNDT, JOHN, DANIEL
IAR · Direct Owner · 7.5%
5390741
DAVID ALAN SPRICK
Direct Owner · 7.5%
709957
SLATER, BRYSON, C
IAR · Executive Officer · 2.5%
6114648
BLOOMER, BRENT, JOEL
IAR · Executive Officer · 2.5%
4956869
McKenna, Joshua, Christopher
Executive Officer · 2.5%
7384928
OLSEN, LAUREN, BURKE
Executive Officer · 2.5%
6441141
Stephen Andrew Phillips
IAR
6948395
Joseph Patrick Gravino
IAR
2468532
James Edward Kelley
IAR
6573879
Zachary Joseph Zarda
IAR
7049292
ALEXANDER MICHAEL PETROVIC
IAR
4934721
JEFFREY WORTH OSTRANDER
IAR
2043176