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| Liberty Square Wealth Partners LLC
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|---|---|
| CRD # | 332476 |
| SEC # | 801-130895 |
| CIK # | 0002057655 |
| AUM | 567.8 M (2026-05-15) |
| Employees | 6 (83% Investors, 33% Brokers) |
| Fees | |
| Minimum | |
| Phone | 610-865-5803 |
| Address | 1525 Valley Center Pkwy Bethlehem, PA 18017 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.4 | ||
| Microsoft Corp | 4.4 | ||
| Nvidia Corp | 3.5 | ||
| Marathon Petroleum Corp | 1.8 | ||
| Amazon Com Inc | 1.8 | ||
| Facebook Inc | 1.7 | ||
| Fidelity D & D Bancorp Inc | 1.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 475 | 155.4 |
| (b) Individuals (high net worth individuals) | 145 | 407.7 |
| (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 | 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 | 5 | 3.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,668 | 567.8 |
| By Discretionary | ||
| Discretionary | 1,668 | 567.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,668 | 567.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 567.8 | |
| Total | 1,668 | 567.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002057655] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Act Wealth Management LLC
✚
|
TX | 568.8 M |
|
Freedom Investment Management Inc
✚
|
CT | 568.7 M |
|
BR Capital Advisors LLC
✚
|
FL | 568.4 M |
|
FCG Investment Company
✚
|
TN | 568.2 M |
|
Scissortail Wealth Management LLC
✚
|
OK | 568.2 M |
|
Seed Planning Group LLC
✚
|
NY | 568.0 M |
|
Mascoma Wealth Management LLC
✚
|
NH | 567.8 M |
|
Prentice Wealth Management LLC
✚
|
NY | 567.5 M |
|
FFG Partners LLC
✚
|
FL | 567.4 M |
|
FREC Advisers LLC
✚
|
CA | 567.2 M |