|
⚲
|
| Libra Wealth LLC
✚
|
|
|---|---|
| CRD # | 288098 |
| SEC # | 801-120883 |
| CIK # | 0001925385 |
| AUM | $339.4 MM (2023-03-20) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 408-721-1633 |
| Address | 16185 Los Gatos Blvd Los Gatos, CA 95032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 4.4 | |
| MSFT | 1,918,222.4 | 2.8 | |
| NFLX | 79,791.6 | 1.6 | |
| TSLA | 723,390.3 | 0.9 | |
| AMZN | 1,092,997.8 | 0.8 | |
| LC | 1,304.0 | 0.5 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 22 | 14.0 |
| (b) Individuals (high net worth individuals) | 92 | 325.4 |
| (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 | 505 | 339.4 |
| By Discretionary | ||
| Discretionary | 505 | 339.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 505 | 339.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 339.4 | |
| Total | 505 | 339.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001925385] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rosenblum Silverman Sutton SF Inc
✚
|
CA | 0.3 |
|
Benchmark Wealth Management LLC
✚
|
CT | 0.3 |
|
Affiliated Financial Advisors Inc
✚
|
WI | 0.3 |
|
Empower Financial Advisory LLC
✚
|
CT | 0.3 |
|
LEGA Z Advisory LLC
✚
|
CA | 0.3 |
|
WP Advisors LLC
✚
|
CA | 0.3 |
|
McCarthy Grittinger Financial Group LLC
✚
|
WI | 0.3 |
|
Poehling Capital Management Inc
✚
|
WI | 0.3 |
|
Paradiem LLC
✚
|
LA | 0.3 |
|
Service Academy Capital Management LLC
✚
|
TX | 0.3 |