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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

CALIBER WEALTH MANAGEMENT, LLC

CRD 331165

OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:ffdd520d-5a94-10a8-59d3-404cec74a8cd

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 25
Dated events: 5
On other graphs: 0
Observed: Jun 13, 2024 to Aug 14, 2026
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.8BItem 5.F on the latest filing (2026-08-14); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.5B
Private client RAUM: $1.8BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 14
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 24
Advisory employees: 15
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 5,992
Individual clients: 1,162
High net worth clients: 506
Custody, client assets: $417M
SEC number: 801-130677
CRD: 331165
Filings on the tape: 17
First filed: Jun 13, 2024
Latest filed: Aug 14, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY WORTH OSTRANDER	Certified Financial Planner	Ponte Vedre Beach, FL \| OVERLAND PARK, KS	2	36	3	no
Mark Anthony Albright	Certified Financial Planner	OVERLAND PARK, KS	2	25	2	no
Andrew James Dibble	n/a	OVERLAND PARK, KS	2	24	2	no
Michael Ray Ward	n/a	OVERLAND PARK, KS	2	21	2	no
BRENT JOEL BLOOMER	n/a	OVERLAND PARK, KS	2	21	2	no
Cole Joseph Dimond	n/a	OVERLAND PARK, KS	2	21	2	no
JOHN DANIEL ARNDT	Certified Financial Planner	OVERLAND PARK, KS	2	18	3	no
Stephen Andrew Phillips	Certified Financial Planner	OVERLAND PARK, KS	2	13	2	no
Zachary Joseph Zarda	Certified Financial Planner	OVERLAND PARK, KS	2	10	2	no
TYSON J SPRICK	Certified Financial Planner	OVERLAND PARK, KS	1	16	1	no
ALEXANDER MICHAEL PETROVIC	Certified Financial Planner	OVERLAND PARK, KS	1	21	2	no
BRYSON C SLATER	Certified Financial Planner	OVERLAND PARK, KS	1	13	1	no
Joseph Patrick Gravino	Certified Financial Planner	OVERLAND PARK, KS	1	32	4	no
James Edward Kelley	Chartered Financial Analyst	OVERLAND PARK, KS	0	10	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Albright, Mark, Anthony	CEO / PARTNER (VOTING LLC MEMBER)	B	yes	04/2024	Jun 13, 2024	Dec 4, 2024
ARNDT, JOHN, DANIEL	PARTNER (VOTING LLC MEMBER)	B	yes	04/2024	Jun 13, 2024	Dec 4, 2024
Dibble, Andrew, James	PARTNER (VOTING LLC MEMBER)	B	yes	04/2024	Jun 13, 2024	Dec 4, 2024
Dimond, Cole, Joseph	CHIEF COMPLIANCE OFFICER / PARTNER (VOTING LLC MEMBER)	B	yes	04/2024	Jun 13, 2024	Dec 4, 2024
SPRICK, TYSON, J	PARTNER (VOTING LLC MEMBER)	A	yes	10/2024	Oct 17, 2024	Dec 4, 2024
Ward, Michael, Ray	PARTNER (VOTING LLC MEMBER)	B	yes	04/2024	Jun 13, 2024	Dec 4, 2024
BLOOMER, BRENT, JOEL	OWNER (NON-VOTING LLC MEMBER)	Na	no	04/2024	Aug 14, 2026	Aug 14, 2026
McKenna, Joshua, Christopher	OWNER (NON-VOTING LLC MEMBER)	Na	no	04/2024	Aug 14, 2026	Aug 14, 2026
OLSEN, LAUREN, BURKE	OWNER (NON-VOTING LLC MEMBER) MEMBER)	Na	no	04/2025	Aug 14, 2026	Aug 14, 2026
SLATER, BRYSON, C	OWNER (NON-VOTING LLC MEMBER)	Na	no	04/2025	Aug 14, 2026	Aug 14, 2026
SPRICK, DAVID, ALAN	OWNER (NON-VOTING LLC MEMBER) MEMBER)	A	no	10/2024	Aug 14, 2026	Aug 14, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 24, 2026	$1.8B	$1.5B	24	15	0	n/a	n/a
2024	Apr 10, 2025	$1.2B	$1.0B	22	15	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	15	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.8B	$1.2B	50.9%	n/a	n/a	24	22	0	0

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	9	Oct 2, 2024	Jul 15, 2024	OVERLAND PARK, KS	Team lift out	Ibd to new firm	0.2%

Relationships

Registered with (15)

← James Edward KelleyAdvisorregistration: current employment
Feb 4, 2026 to presentfactForm ADV
← Joseph Patrick GravinoAdvisorregistration: current employment
Jan 29, 2025 to presentfactForm ADV
← ALEXANDER MICHAEL PETROVICAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← BRYSON C SLATERAdvisorregistration: current employment
Jan 14, 2025 to presentfactForm ADV
← TYSON J SPRICKAdvisorregistration: current employment
Sep 29, 2024 to presentfactForm ADV
← JEFFREY WORTH OSTRANDERAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Mark Anthony AlbrightAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Andrew James DibbleAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Michael Ray WardAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← BRENT JOEL BLOOMERAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Cole Joseph DimondAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← JOHN DANIEL ARNDTAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Stephen Andrew PhillipsAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Zachary Joseph ZardaAdvisorregistration: current employment
Jul 15, 2024 to presentfactForm ADV
← Michael Francis RichardsAdvisorregistration: previous registration
Jul 15, 2024 to Aug 22, 2024factForm ADV

Controls (6)

← Albright, Mark, AnthonyOwnerCEO / PARTNER (VOTING LLC MEMBER), ownership code B, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← Dibble, Andrew, JamesOwnerPARTNER (VOTING LLC MEMBER), ownership code B, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← Ward, Michael, RayOwnerPARTNER (VOTING LLC MEMBER), ownership code B, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← Dimond, Cole, JosephOwnerCHIEF COMPLIANCE OFFICER / PARTNER (VOTING LLC MEMBER), ownership code B, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← ARNDT, JOHN, DANIELOwnerPARTNER (VOTING LLC MEMBER), ownership code B, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← SPRICK, TYSON, JOwnerPARTNER (VOTING LLC MEMBER), ownership code A, individual
Oct 17, 2024 to Dec 4, 2024factForm ADV

Owns (3)

← BLOOMER, BRENT, JOELOwnerOWNER (NON-VOTING LLC MEMBER), ownership code NA, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV
← SPRICK, DAVID, ALANOwnerOWNER (NON-VOTING LLC MEMBER), ownership code A, individual
Oct 17, 2024 to Dec 4, 2024factForm ADV
← McKenna, Joshua, ChristopherOwnerOWNER (NON-VOTING LLC MEMBER), ownership code NA, individual
Jun 13, 2024 to Dec 4, 2024factForm ADV

Moved with (1)

← RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviser9 advisors, team lift out
Oct 2, 2024 to Jul 15, 2024factForm ADV

Dated events

Occurred
Mar 24, 2026
Regulatory AUM changed
Caliber Wealth Management, Llc reported RAUM $1.8B, up 51% from $1.2B (2025-12-10 to 2026-03-24)
Form ADVobserved 4 days ago
$595M
Occurred
Oct 17, 2024
Control person joined
J Tyson Sprick (Partner (Voting Llc Member)) appeared on Schedule A of Caliber Wealth Management, Llc
Form ADVobserved 4 days ago
Occurred
Oct 2, 2024
Team lift-out
9 advisors left Raymond James Financial Services Advisors, Inc (Overland Park, KS) for Caliber Wealth Management, LLC a day apart
Form ADVobserved 3 days ago
9 advisors
Occurred
Aug 22, 2024
Advisor changed firm
Michael Francis Richards left Caliber Wealth Management, Llc for Convergence Financial (registered 2024-08-21)
Form ADVobserved 4 days ago
Occurred
Jun 13, 2024
First Form ADV filing
Caliber Wealth Management, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffdd520d-5a94-10a8-59d3-404cec74a8cd
First observed: Jun 13, 2024
Last observed: Aug 14, 2026 36 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

CALIBER WEALTH MANAGEMENT, LLC

CRD 331165

OVERLAND PARK, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ffdd520d-5a94-10a8-59d3-404cec74a8cd

Data as of Aug 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:15 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY WORTH OSTRANDER

Certified Financial Planner

Ponte Vedre Beach, FL | OVERLAND PARK, KS

Mark Anthony Albright

Certified Financial Planner

OVERLAND PARK, KS

Andrew James Dibble

n/a

OVERLAND PARK, KS

Michael Ray Ward

n/a

OVERLAND PARK, KS

BRENT JOEL BLOOMER

n/a

OVERLAND PARK, KS

Cole Joseph Dimond

n/a

OVERLAND PARK, KS

JOHN DANIEL ARNDT

Certified Financial Planner

OVERLAND PARK, KS

Stephen Andrew Phillips

Certified Financial Planner

OVERLAND PARK, KS

Zachary Joseph Zarda

Certified Financial Planner

OVERLAND PARK, KS

TYSON J SPRICK

Certified Financial Planner

OVERLAND PARK, KS

ALEXANDER MICHAEL PETROVIC

Certified Financial Planner

OVERLAND PARK, KS

BRYSON C SLATER

Certified Financial Planner

OVERLAND PARK, KS

Joseph Patrick Gravino

Certified Financial Planner

OVERLAND PARK, KS

James Edward Kelley

Chartered Financial Analyst

OVERLAND PARK, KS

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Albright, Mark, Anthony

CEO / PARTNER (VOTING LLC MEMBER)

yes

04/2024

Jun 13, 2024

Dec 4, 2024

ARNDT, JOHN, DANIEL

PARTNER (VOTING LLC MEMBER)

yes

04/2024

Jun 13, 2024

Dec 4, 2024

Dibble, Andrew, James

PARTNER (VOTING LLC MEMBER)

yes

04/2024

Jun 13, 2024

Dec 4, 2024

Dimond, Cole, Joseph

CHIEF COMPLIANCE OFFICER / PARTNER (VOTING LLC MEMBER)

yes

04/2024

Jun 13, 2024

Dec 4, 2024

SPRICK, TYSON, J

PARTNER (VOTING LLC MEMBER)

yes

10/2024

Oct 17, 2024

Dec 4, 2024

Ward, Michael, Ray

PARTNER (VOTING LLC MEMBER)

yes

04/2024

Jun 13, 2024

Dec 4, 2024

BLOOMER, BRENT, JOEL

OWNER (NON-VOTING LLC MEMBER)

04/2024

Aug 14, 2026

McKenna, Joshua, Christopher

OWNER (NON-VOTING LLC MEMBER)

04/2024

Aug 14, 2026

OLSEN, LAUREN, BURKE

OWNER (NON-VOTING LLC MEMBER) MEMBER)

04/2025

Aug 14, 2026

SLATER, BRYSON, C

OWNER (NON-VOTING LLC MEMBER)

04/2025

Aug 14, 2026

SPRICK, DAVID, ALAN

OWNER (NON-VOTING LLC MEMBER) MEMBER)

10/2024

Aug 14, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 24, 2026

$1.8B

$1.5B

n/a

2024

Apr 10, 2025

$1.2B

$1.0B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.8B

$1.2B

50.9%

n/a

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Oct 2, 2024

Jul 15, 2024

OVERLAND PARK, KS

Team lift out

Ibd to new firm

0.2%