Michael Ray Ward
Financial advisor at Caliber Wealth Management, LLC / Ks · Overland Park, KS
Last updated 2026-10-10
Claim your profileMichael Ray Ward is a financial advisor at Caliber Wealth Management, LLC / Ks in Overland Park, KS, CRD 4942630. Licenses and exams on the registration: Series 66. First registered 2005-09-20.
Registration
- CRD number
- 4942630
- Registration status
- Active
- First registered
- 2005-09-20
- Years of experience
- 21
- States registered
- KS, TX
Licenses and exams
- Series 66
Work history
- 2005-04 to 2020-02 · Ameriprise Financial Services, Inc. · Overland Park, KS
- 2020-02 to 2024-10 · Raymond James Financial Services, Inc. · Overland Park, KS
- 2020-02 to 2024-10 · Raymond James Financial Services Advisors, Inc. · Overland Park, KS
- 2020-11 to Present · Caliber Wealth Management LLC · Overland Park, KS
Current employment
- Caliber Wealth Management, LLC · Overland Park, KS
Caliber Wealth Management, LLC / Ks
- Regulatory AUM
- $1,763,558,000
- Registered advisors
- 14
- Offices
- 2
- Clients per advisor
- 119.1 (High)
- Average AUM per client
- $1.1M (Low)
- High-net-worth client ratio
- 30.3% (Moderate)
Caliber Wealth Management, LLC / Ks: advisors, services and reported ETF investments
Reported ETF positions
Caliber Wealth Management reports 151 ETF positions worth $781.2M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| IVV — iShares Core S&P 500 ETF | $162.6M |
| AVUS — Avantis U.S. Equity ETF | $80.5M |
| IJH — iShares Core S&P Mid-Cap ETF | $35.1M |
| IWF — iShares Russell 1000 Growth Fund | $33.7M |
| AGG — iShares Core U.S. Aggregate Bond ETF | $30.6M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Caliber Wealth Management's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.7M | Top 99.8% | Peer conviction 86.8% · Active return +4.88% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $3.7M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | CORO — iShares International Country Rotation Active ETF | $750.2K | Top 99.8% | Residual alpha +5.96% · Residual Sharpe 0.24 |
| Diversification Benefits | IALT — iShares Systematic Alternatives Active ETF | $225.6K | Top 99.4% | Replicability (R²) 33.8% · Residual Sharpe 1.52 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Caliber Wealth Management, LLC / Ks on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Engaged in Other Business
- Sells Non-Advisory Products or Services
Location
6201 College Blvd, Overland Park, KS 66211
14 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 913-303-3920
- Website: caliberkc.com
Official record
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