# Caliber Wealth Advisory

Caliber Wealth Advisory is a Multi Family Office based in Tampa, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tampa, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2015
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** caliberwealthadvisory.com
- **LinkedIn:** https://www.linkedin.com/company/caliber-wealth-advisory

## Regulatory record

- **CRD number:** 289319
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289319

## About

Caliber Wealth Advisory is a fee-only wealth management firm that guides professionals and retirees through the complexities of global capital markets. It is a Registered Investment Adviser in Florida, Georgia, Oklahoma, Connecticut, and Texas offering comprehensive financial planning and strategic investment management. The firm operates as a fee-only fiduciary whose advice is aligned solely with clients’ interests.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds

## Questions

### What investment stages does Caliber Wealth Advisory typically target?

The firm targets late-stage real estate development and growth-stage private credit, avoiding venture-stage opportunities. Tenor ranges from 3 to 7 years (per public sources).

### Which sectors does Caliber Wealth Advisory explicitly avoid?

The firm has publicly stated it avoids early-stage venture capital and cryptocurrency investments (per SEC filings).

## Related profiles

- [Integrated Wealth Management Solutions, LLC](https://altss.com/profile/integrated-wealth-management-solutions-llc)
- [9M Investments](https://altss.com/profile/9m-investments-llc)

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Last updated: 2026-08-11T15:06:20.694Z

Canonical page: https://altss.com/profile/caliber-wealth-advisory

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