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| Keyboard |
| Liberty One Wealth Advisors
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|---|---|
| CRD # | 315675 |
| SEC # | 801-130016 |
| CIK # | |
| AUM | 178.4 M (2026-01-30) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 215-776-4918 |
| Address | 2001 Market St Philadelphia, PA 19103 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 210 | 104.5 |
| (b) Individuals (high net worth individuals) | 26 | 72.0 |
| (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 | 0.8 |
| (h) Charitable organizations | 0 | 1.0 |
| (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 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 832 | 178.4 |
| By Discretionary | ||
| Discretionary | 832 | 178.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 832 | 178.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 177.9 | |
| Total | 832 | 178.4 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mirretti Perryman Wealth Strategies LLC
✚
|
IL | 178.9 M |
|
True Square Financial LLC
✚
|
GA | 178.8 M |
|
Clearview Wealth Management LLC
✚
|
CA | 178.5 M |
|
AJF Capital Management Inc
✚
|
NY | 178.5 M |
|
Core Financial Advisors LLC
✚
|
CA | 178.5 M |
|
Index Technologies Group LLC
✚
|
NY | 178.3 M |
|
Avrio Wealth PTE Ltd
✚
|
178.3 M | |
|
Investment Insight Wealth Management LLC
✚
|
178.1 M | |
|
ACME Jack Investments LLC
✚
|
178.0 M | |
|
Silicon Private Wealth LLC
✚
|
177.8 M |