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LIBERTY SQUARE WEALTH PARTNERS LLC
CRD 332476 · SEC 801-130895
1525 VALLEY CENTER PKWY, SUITE 120, BETHLEHEM, PA, 18017, United States
Phone
(610) 865-5803
Fax
(610) 865-5983
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$567.8M
Discretionary AUM
$567.8M
Team
6 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 475 | $155.4M |
| High net worth individuals | 145 | $407.7M |
| Corporations/business entities | 5 | $3.8M |
States served
CA, LA, MD, NE, NJ, NY, NC, PA, SC, VA, TX, CT, FL
All web addresses on file
Official SEC filing: View on IAPD