# Caliber Wealth Management

Caliber Wealth Management is a Bank / Wealth / Trust based in Overland Park, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Overland Park, United States
- **Region:** North America
- **Address:** Overland Park, United States
- **Founded:** 2024
- **Assets under management:** Undisclosed
- **Website:** caliberkc.com
- **LinkedIn:** https://www.linkedin.com/company/caliberkc

## Regulatory record

- **CRD number:** 331165
- **SEC file number:** 801-130677
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/331165

## About

Caliber Wealth Management was identified in research records as a US-based wealth manager. No founding year or named principals appear in available sources. The firm delivers financial planning, risk management, and investment management. It also offers employee benefits planning and retirement planning. No asset-class allocations, portfolio companies, or geographic deployment details beyond the headquarters location are recorded. No team size, additional offices, or recent operational events from the last 24 months are documented. Adjacent vehicles such as foundations or club memberships are not disclosed. Public sources supply only the basic service list and headquarters city. No structural differentiators such as unique sourcing, hybrid vehicles, or succession details can be confirmed.

## Questions

### What services does Caliber Wealth Management provide?

The firm offers financial planning, risk management, investment management, employee benefits planning, and retirement planning.

### Where is Caliber Wealth Management headquartered?

The firm is based in Overland Park, United States.

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Last updated: 2026-06-03T20:00:00.000Z

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