Overview
Assets Under Management: $178 million
Headquarters: PHILADELPHIA, PA
High-Net-Worth Clients: 26
Average Client Assets: $2.8 million
Frequently Asked Questions
LIBERTY ONE WEALTH ADVISORS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315675), LIBERTY ONE WEALTH ADVISORS is subject to fiduciary duty under federal law.
LIBERTY ONE WEALTH ADVISORS is headquartered in PHILADELPHIA, PA.
LIBERTY ONE WEALTH ADVISORS serves 26 high-net-worth clients according to their SEC filing dated January 30, 2026. View client details ↓
According to their SEC Form ADV, LIBERTY ONE WEALTH ADVISORS offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LIBERTY ONE WEALTH ADVISORS manages $178 million in client assets according to their SEC filing dated January 30, 2026.
According to their SEC Form ADV, LIBERTY ONE WEALTH ADVISORS serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 26
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.36%
Average Client Assets: $2.8 million
Total Client Accounts: 832
Discretionary Accounts: 832
Regulatory Filings
CRD Number: 315675
Filing ID: 2045695
Last Filing Date: 2026-01-30 09:58:34