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| Keyboard |
| Libra Wealth LLC
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|---|---|
| CRD # | 288098 |
| SEC # | 801-120883 |
| CIK # | 0001925385 |
| AUM | 639.8 M (2026-03-10) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 408-721-1633 |
| Address | 16185 Los Gatos Blvd Los Gatos, CA 95032 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) |
|---|---|---|
| Nvidia Corp | 10.1 | |
| Apple Inc | 5.8 | |
| Fidelity Wise Origin Bitcoin Fund | 5.5 | |
| Netflix Inc | 5.1 | |
| Microsoft Corp | 4.1 | |
| Robinhood Markets Inc | 3.1 | |
| Alphabet Inc | 2.2 | |
| Tesla Motors Inc | 1.9 | |
| Qualcomm Inc/DE | 1.3 | |
| Amazon Com Inc | 0.9 |
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 16 | 9.8 |
| (b) Individuals (high net worth individuals) | 127 | 630.1 |
| (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 | 0 | 0.0 |
| Total | 814 | 639.8 |
| By Discretionary | ||
| Discretionary | 814 | 639.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 814 | 639.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 6.8 | |
| United States Persons | 633.0 | |
| Total | 814 | 639.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001925385] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail |
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|---|---|---|
|
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Northeast Advisers Inc
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PA | 639.1 M |
|
SK Wealth Management LLC
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RI | 639.0 M |
|
Scott & Selber Inc Capital Management
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TX | 637.9 M |