Investment adviser · CRD 332476
LIBERTY SQUARE WEALTH PARTNERS LLC
Investment adviser filing (IA)
BETHLEHEM, PA, United States · Form ADV filed May 15, 2026
- Regulatory AUM
- $568M Form ADV · Item 5.F
- Client accounts
- 1,668 Accounts, not individual clients
- Employees
- 6 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 |
|---|---|---|---|
| High-net-worth individuals | 145 | $407,670,858 | 71.8% |
| Individuals | 475 | $155,380,402 | 27.4% |
| Corporations & businesses | 5 | $3,752,661 | 0.7% |
| Charities | Fewer than 5 | $978,697 | 0.2% |
Filing source
Form ADV 2105080 · May 15, 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: May 15, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1525 VALLEY CENTER PKWY, SUITE 120BETHLEHEM, PA, 18017, United States
CRD 332476
Filing source
Form ADV 2105080 · May 15, 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.