Caliber Wealth Management, Llc
- Regulatory AUM
- $1.8B
- Discretionary
- $1.5B
- Clients
- 1,668
- Avg AUM / client
- $1.1M
- Accounts
- 5,992
- Employees
- 24
AUM over time
Annual snapshots from Form ADV filings · as of Jun 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,162 | $415M | 23.6% |
| High net worth individuals | 506 | $1.3B | 76.4% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Bamboo Hr Llc 401(k) Plan Bamboo Hr Llc | 2024 | |
| Magleby Professional Services 401(k) Plan Magleby Professional Services | 2024 | |
| Traeger 401(k) Plan Traeger Pellet Grills, Llc | 2024 | |
| Dental Intel 401(k) Plan Dental Intelligence, Inc. | 2024 |
People (16)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Andrew James Dibble | Partner (Voting Llc Member) | Apr 2024 (2y) | 10% – 25% | |
| Brent Joel Bloomer | Owner (Non Voting Llc Member) | Apr 2024 (2y) | Less than 5% | |
| Cole Joseph Dimond | Chief Compliance Officer / Partner (Voting Llc Member) | Apr 2024 (2y) | 10% – 25% | |
| John Daniel Arndt | Partner (Voting Llc Member) | CFP | Apr 2024 (2y) | 10% – 25% |
| Mark Anthony Albright | Ceo / Partner (Voting Llc Member) | CFP | Apr 2024 (2y) | 10% – 25% |
| Mc Kenna, Joshua, Christopher | Owner (Non Voting Llc Member) | Apr 2024 (2y) | Less than 5% | |
| Michael Ray Ward | Partner (Voting Llc Member) | Apr 2024 (2y) | 10% – 25% | |
| Tyson J Sprick | Partner (Voting Llc Member) | CFP | Sep 2024 (2y) | 5% – 10% |
| Sprick, David, Alan | Owner (Non Voting Llc Member) | Oct 2024 (2y) | 5% – 10% | |
| Jeffrey Worth Ostrander | Registered representative | CFP | Jul 2024 (2y) | |
| Stephen Andrew Phillips | Registered representative | CFP | Jul 2024 (2y) | |
| Zachary Joseph Zarda | Registered representative | CFP | Jul 2024 (2y) | |
| Alexander Michael Petrovic | Registered representative | CFP | Jan 2025 (2y) | |
| Bryson C Slater | Registered representative | CFP | Jan 2025 (2y) | |
| Joseph Patrick Gravino | Registered representative | CFP | Jan 2025 (2y) | |
| James Edward Kelley | Registered representative | CFA | Feb 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (4)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Bamboo Hr Llc 401(k) Plan | Bamboo Hr Llc | 1,500 | $93.2M | 01/01/2024 |
| Magleby Professional Services 401(k) Plan | Magleby Professional Services | 127 | $5.7M | 01/01/2024 |
| Traeger 401(k) Plan | Traeger Pellet Grills, Llc | 529 | $37.2M | 01/01/2024 |
| Dental Intel 401(k) Plan | Dental Intelligence, Inc. | 186 | $10.6M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/24/2026 | 957 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Raymond James $1.3B (75% of AUM) Jun 2026
- Charles Schwab & Co. $420M (24% of AUM) Jun 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 24, 2026.
View current Form ADV (SEC/IAPD) ↗