Caliber Wealth Management, LLC / KS
Caliber Wealth Management, LLC is a fee-only registered investment adviser headquartered in Overland Park, KS. Founded in 2024, the firm employs 18 professionals and serves a diverse range of clients, including individuals, high-net-worth families, and business owners. Caliber provides comprehensive financial planning, portfolio management, and pension consulting services, specializing in creating personalized and transparent financial strategies tailored to each client's unique situation. The firm is known for its fiduciary commitment, prioritizing clients’ best interests while delivering unbiased, conflict-free advice.
Investment Strategy
Caliber Wealth Management utilizes a financial planning-led approach to construct customized investment portfolios matching each client's goals, risk tolerance, and stage of life. The firm emphasizes transparent, fiduciary advice, avoiding conflicts of interest, and strives to balance growth with risk management. Their comprehensive process integrates strategic asset allocation, regular reviews, and ongoing client education to help clients achieve their financial objectives with clarity and confidence.
Top Holdings
Equity Positions (280)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
I IVV | ISHARES TR | 10.32% | $96.0M | 154,664 | $570.48 | $620.90 | +$21.8M |
M MSFT | MICROSOFT CORP | 5.39% | $50.2M | 100,848 | $380.94 | $497.41 | +$14.0M |
A AVUS | AMERICAN CENTY ETF TR | 4.99% | $46.4M | 460,285 | $93.43 | $100.82 | +$9.2M |
V VTI | VANGUARD INDEX FDS | 3.93% | $36.6M | 120,319 | $274.84 | $303.93 | +$89.3K |
I IWF | ISHARES TR | 3.50% | $32.6M | 76,709 | $417.02 | $424.58 | +$29.3M |