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LIBERTY ONE WEALTH ADVISORS
CRD 315675 · SEC 801-130016
2001 MARKET ST., SUITE 2500, PHILADELPHIA, PA, 19103, United States
Phone
215-776-4918
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$178.4M
Discretionary AUM
$178.4M
Team
5 total employees; 5 advisory reps
Clients
251-500
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 210 | $104.5M |
| High net worth individuals | 26 | $72.0M |
States served
CA, DE, MD, NJ, NY, PA, TX, FL
All web addresses on file
- https://www.libertyonewealth.com/
- https://www.linkedin.com/company/liberty-one-wealth-advisors/
- https://www.instagram.com/libertyonewealth/
- https://linktr.ee/libertyone
- https://www.instagram.com/ Jacky_CFP/
- https://Facebook.com/libertyonewealth
- https://x.com/phillycfp
- https://www.youtube.com/@libertyonewealth
Official SEC filing: View on IAPD