RIA Intel›Advisers›Iowa›CALIBRATE WEALTH, LLC

CALIBRATE WEALTH, LLC

Advisory

IA

Data as of Jun 17, 2025 · Source: SEC Form ADV

Average account

$475K

across 20 accounts

AUM per adviser

$10M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 17, 2025.

Total AUM

$10M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$10M

Discretionary AUM$10M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in IA

Closest by assets under management. All figures from Form ADV.

ELITE WEALTH PARTNERS, LLC

$10M

FBL WEALTH MANAGEMENT, LLC

WEST DES MOINES, IA

$9M

INVESTAMERICA INVESTMENT ADVISORS INC

CEDAR RAPIDS, IA

$9M

KINGDOM WEALTH DEVELOPMENT, LLC

WEST DES MOINES, IA

$9M

FINANCIAL PLANNING SERVICES

$9M

INVESTAMERICA NW MANAGEMENT, INC.

CEDAR RAPIDS, IA

$10M

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