Zachary Alexander Marsh

Employer firm

Calibrate Wealth, LLC CRD 290631

$9.50M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Calibrate Wealth, Llc

Clive, IA • United States

Current Registrations

Authority	Category	Status	Date
IA	RA	APPROVED	2025-06-24

IA RA
APPROVED

Since 2025-06-24

Branch Locations

Clive, IA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Des Moines	IA	11/2013	11/2017
Morgan Stanley Private Bank, National Association	New York	NY	01/2015	11/2017
Calibrate Wealth, Llc	Clive	IA	11/2017	Present

11/2013 → 11/2017

Morgan Stanley

Des Moines, IA
01/2015 → 11/2017

Morgan Stanley Private Bank, National Association

New York, NY
11/2017 → Present

Calibrate Wealth, Llc

Clive, IA

Previous Registrations

2017-11-03 → 2024-12-31

Calibrate Wealth, Llc

Clive, IA
2014-01-30 → 2017-11-07

Morgan Stanley

West Des Moines, IA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-01-27

S66 Uniform Combined State Law Examination

2014-01-27

View on SEC IAPD