1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CALIBER WEALTH MANAGEMENT, LLC

Map pinOREM, UT
Phone385-223-8688
NotebookSEC #801-114829
Total AUM
$503.2M
Employees
6
Clients
589

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
980 EAST 800 NORTH
SUITE 203
OREM
UT 84097
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
385-223-8688

ReceiptFinancials

Total AUM
$503.2M
Accounts
2,059
Discretionary
$349M
Accounts
2,031
Non-Discretionary
$154.3M
Accounts
28

ContactClients

View more in analytics →

Individual Clients
468
AUM
$136M
HNW Individual Clients
87
AUM
$205.2M
Pension/Profit Sharing Plan Clients
28
AUM
$154.3M
Corporation or Business Clients
6
AUM
$7.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNENJTXUTWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account