|
⚲
|
| Keyboard |
| Libertas Wealth Management Group Inc
✚
|
|
|---|---|
| CRD # | 157769 |
| SEC # | 801-133776 |
| CIK # | |
| AUM | 163.1 M (2026-03-12) |
| Employees | 6 (33% Investors, 0% Brokers) |
| Phone | 614-543-1350 |
| Address | 5003 Horizons Dr Columbus, OH 43220 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 259 | 96.2 |
| (b) Individuals (high net worth individuals) | 21 | 48.8 |
| (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 | 18.0 |
| Total | 1,184 | 163.1 |
| By Discretionary | ||
| Discretionary | 1,145 | 145.1 |
| Non-Discretionary | 39 | 18.0 |
| Total | 1,184 | 163.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 163.1 | |
| Total | 1,184 | 163.1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 280 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Thirteen Twenty-Two Advisors LLC
✚
|
TX | 163.5 M |
|
Risley Capital Management LLC
✚
|
MO | 163.4 M |
|
Foundry Wealth Advisors LLC
✚
|
MD | 163.4 M |
|
Integrity Wealth Management Inc
✚
|
WA | 163.2 M |
|
Clutinger Williams & Verhoye Inc
✚
|
CA | 163.1 M |
|
Decamilla Capital Management LLC
✚
|
CA | 162.9 M |
|
Private Wealth Management of North Carolina LLC
✚
|
NC | 162.8 M |
|
Five Eleven Family Office LLC
✚
|
NY | 162.7 M |
|
Main Advisory Inc
✚
|
PA | 162.7 M |
|
Morman Kaplan Brilliant and Fransko LLC
✚
|
MI | 162.7 M |