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| Libra Wealth LLC
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|
|---|---|
| CRD # | 288098 |
| SEC # | 801-120883 |
| CIK # | 0001925385 |
| AUM | $473.7 M (2025-03-05) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 408-721-1633 |
| Address | 16185 Los Gatos Blvd Los Gatos, CA 95032 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 9.0 | ||
| Apple Inc | 7.8 | ||
| Netflix Inc | 7.1 | ||
| Microsoft Corp | 5.6 | ||
| Fidelity Wise Origin Bitcoin Fund | 3.9 | ||
| Qualcomm Inc/DE | 1.6 | ||
| Tesla Motors Inc | 1.6 | ||
| Alphabet Inc | 1.2 | ||
| Amazon Com Inc | 1.1 | ||
| LendingClub Corp | 0.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 14 | 9.0 |
| (b) Individuals (high net worth individuals) | 106 | 464.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 679 | 473.7 |
| By Discretionary | ||
| Discretionary | 679 | 473.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 679 | 473.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 473.7 | |
| Total | 679 | 473.7 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001925385] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Steginsky Capital LLC
✚
|
0.5 | |
|
Life Line Wealth Management LLC
✚
|
CA | 0.5 |
|
McLaughlin Ryder Investments Inc
✚
|
VA | 0.5 |
|
Frederick Financial Consultants LLC
✚
|
MD | 0.5 |
|
Walter C Flower & Co Inc
✚
|
0.5 | |
|
Wellington Shields & Co LLC
✚
|
NY | 0.5 |
|
DDFG Inc
✚
|
CA | 0.5 |
|
Hoxton Wealth USA LLC
✚
|
NJ | 0.5 |
|
Stokes Capital Advisors LLC
✚
|
SC | 0.5 |
|
Drexel Morgan & Co
✚
|
PA | 0.5 |