Investment adviser · CRD 315675
LIBERTY ONE WEALTH ADVISORS
Investment adviser filing (IA)
PHILADELPHIA, PA, United States · Form ADV filed Jul 30, 2026
- Regulatory AUM
- $178M Form ADV · Item 5.F
- Client accounts
- 832 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 5 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 210 | $104,544,803 | 58.6% |
| High-net-worth individuals | 26 | $71,978,009 | 40.4% |
| Charities | Fewer than 5 | $990,416 | 0.6% |
| Retirement plans | Fewer than 5 | $751,565 | 0.4% |
| Corporations & businesses | Fewer than 5 | $92,244 | 0.1% |
Filing source
Form ADV 2122674 · Jul 30, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 30, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
2001 MARKET ST., SUITE 2500PHILADELPHIA, PA, 19103, United States
CRD 315675
Filing source
Form ADV 2122674 · Jul 30, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.