CALIBER WEALTH MANAGEMENT, LLC
CRD #173280 SEC #801-114829 OREM, UT 385-223-8688
SEC Registered
Total AUM
$503.2M
Discretionary
$349M
Employees
6
Clients
26
Accounts
2,059
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2024 | $503.2M | $349M | $154.3M | 6 | 0 |
| Apr 2024 | $503.2M | $349M | $154.3M | 6 | 0 |
| Jan 2024 | $424.4M | $318.6M | $105.9M | 6 | 0 |
| Apr 2023 | $424.4M | $318.6M | $105.9M | 6 | 0 |
| Feb 2023 | $424.4M | $318.6M | $105.9M | 6 | 0 |
| Jan 2023 | $424.4M | $318.6M | $105.9M | 6 | 0 |
| Sep 2022 | $463.7M | $356.9M | $106.8M | 6 | 0 |
| Mar 2022 | $463.7M | $356.9M | $106.8M | 5 | 0 |
| Jan 2022 | $463.7M | $356.9M | $106.8M | 5 | 0 |
| Aug 2021 | $313.5M | $234.6M | $78.9M | 5 | 0 |
| Jun 2021 | $313.5M | $234.6M | $78.9M | 5 | 0 |
| Feb 2021 | $313.5M | $234.6M | $78.9M | 5 | 0 |
| Jan 2021 | $313.5M | $234.6M | $78.9M | 5 | 0 |
| Sep 2020 | $272.6M | $208.7M | $63.9M | 5 | 26 |
| May 2020 | $272.6M | $208.7M | $63.9M | 5 | 26 |
| Feb 2020 | $272.6M | $208.7M | $63.9M | 5 | 26 |
| Nov 2019 | $108.3M | $108.3M | $0 | 3 | 26 |
| Feb 2019 | $108.3M | $108.3M | $0 | 3 | 26 |
DateApr 2024
Total AUM$503.2M
Discretionary$349M
Non-Disc.$154.3M
Employees6
Clients0
DateApr 2024
Total AUM$503.2M
Discretionary$349M
Non-Disc.$154.3M
Employees6
Clients0
DateJan 2024
Total AUM$424.4M
Discretionary$318.6M
Non-Disc.$105.9M
Employees6
Clients0
DateApr 2023
Total AUM$424.4M
Discretionary$318.6M
Non-Disc.$105.9M
Employees6
Clients0
DateFeb 2023
Total AUM$424.4M
Discretionary$318.6M
Non-Disc.$105.9M
Employees6
Clients0
DateJan 2023
Total AUM$424.4M
Discretionary$318.6M
Non-Disc.$105.9M
Employees6
Clients0
DateSep 2022
Total AUM$463.7M
Discretionary$356.9M
Non-Disc.$106.8M
Employees6
Clients0
DateMar 2022
Total AUM$463.7M
Discretionary$356.9M
Non-Disc.$106.8M
Employees5
Clients0
DateJan 2022
Total AUM$463.7M
Discretionary$356.9M
Non-Disc.$106.8M
Employees5
Clients0
DateAug 2021
Total AUM$313.5M
Discretionary$234.6M
Non-Disc.$78.9M
Employees5
Clients0
DateJun 2021
Total AUM$313.5M
Discretionary$234.6M
Non-Disc.$78.9M
Employees5
Clients0
DateFeb 2021
Total AUM$313.5M
Discretionary$234.6M
Non-Disc.$78.9M
Employees5
Clients0
DateJan 2021
Total AUM$313.5M
Discretionary$234.6M
Non-Disc.$78.9M
Employees5
Clients0
DateSep 2020
Total AUM$272.6M
Discretionary$208.7M
Non-Disc.$63.9M
Employees5
Clients26
DateMay 2020
Total AUM$272.6M
Discretionary$208.7M
Non-Disc.$63.9M
Employees5
Clients26
DateFeb 2020
Total AUM$272.6M
Discretionary$208.7M
Non-Disc.$63.9M
Employees5
Clients26
DateNov 2019
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients26
DateFeb 2019
Total AUM$108.3M
Discretionary$108.3M
Non-Disc.$0
Employees3
Clients26