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LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD 157769 · SEC 801-133776
5003 HORIZONS DR., SUITE 200, COLUMBUS, OH, 43220, United States
Phone
614-543-1350
Fax
614-734-7266
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.1M
Discretionary AUM
$145.1M
Team
6 total employees; 2 advisory reps; 280 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 259 | $96.2M |
| High net worth individuals | 21 | $48.8M |
States served
OH, TX, FL
All web addresses on file
- http://www.linkedin.com/company/libertas-wealth
- https://www.instagram.com/libertas.wealth
- https://www.threads.com/@libertas.wealth
- https://www.tiktok.com/@libertaswealthmanagement?is_from_webapp=1&sender_device=pc
- https://www.youtube.com/@libertaswealth
- https://open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV?si=d98161c1ec484a85
- HTTP://WWW.LIBERTASWEALTH.COM
- HTTPS://WWW.FACEBOOK.COM/LIBERTASWEALTH
- HTTPS://WWW.LINKEDIN.COM/IN/ADAMKOOS/
- https://www.x.com/libertaswm
Official SEC filing: View on IAPD