Calibrate Wealth, LLC

Calibrate Wealth manages roughly $9.5 million in client assets for a small number of households and serves a mix of individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, nonprofit organizations, and business entities. The firm offers wealth management and financial planning services, providing portfolio management across equities, mutual funds, ETFs, fixed income and options, and bills on an asset-based basis like many independent advisers.

The firm follows a top-down, sector-driven investment process that emphasizes asset allocation, ongoing monitoring and periodic rebalancing, and it manages client accounts on a discretionary basis rather than on a non‑discretionary platform. Investment strategies may include long- and short-term positions, margin and short sales, and option writing (including covered and uncovered positions), with position‑level risk limits integrated into portfolio construction.

Distinctive features for a firm of this size include its use of active trading tools (short sales, margin and uncovered option strategies) and its willingness to serve institutional-type clients such as pension plans alongside individual households. The firm maintains a custodial relationship with Interactive Brokers that provides operational and research services (which the brochure discloses may create potential conflicts), and its public filing also discloses a historical regulatory sanction involving a member of management.