|
⚲
|
| Libertas Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 157769 |
| SEC # | 801-133776 |
| CIK # | |
| AUM | $123.9 M (2025-07-10) |
| Employees | 5 (20% Investors, 0% Brokers) |
| Phone | 614-543-1350 |
| Address | 5003 Horizons Dr Columbus, OH 43220 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 270 | 73.1 |
| (b) Individuals (high net worth individuals) | 12 | 33.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 39 | 17.2 |
| Total | 1,029 | 123.9 |
| By Discretionary | ||
| Discretionary | 990 | 106.7 |
| Non-Discretionary | 39 | 17.2 |
| Total | 1,029 | 123.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.9 | |
| Total | 1,029 | 123.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TME Financial Inc
✚
|
CA | 0.1 |
|
Global Portfolio Solutions Inc
✚
|
AZ | 0.1 |
|
Intelliflo Advisers Inc
✚
|
GA | 0.1 |
|
Bay Cliadakis & Associates LLC
✚
|
CA | 0.1 |
|
Actitrust Wealth Management LLC
✚
|
FL | 0.1 |
|
Going Sebastien Fisher & Lebouef LLP
✚
|
LA | 0.1 |
|
Appian Way Financial LLC
✚
|
CA | 0.1 |
|
Wright Wealth Strategies LLC
✚
|
CA | 0.1 |
|
Laufer Wealth Management LLC
✚
|
NY | 0.1 |
|
Stephen J Garry & Associates LLC
✚
|
NY | 0.1 |