RIA Intel›Advisers›Florida›CALIBER WEALTH ADVISORY, LLC

CALIBER WEALTH ADVISORY, LLC

Advisory

TAMPA, FL

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in FL
#1,933
of 2,610 advisers by AUM
Average account
$409K
across 59 accounts
AUM per adviser
$24M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM
$24M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$24M
Discretionary AUM$24M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients21
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCT, FL, GA, OK, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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