Adviser Profile
| As of Date | 07/02/2025 |
| Registration status | Registration Changed to LIBERTAS WEALTH MANAGEMENT GROUP, INC. |
| ADV Location | COLUMBUS, OH, United States |
| Contact Info | 614 xxxxxxx |
| Websites |
| AUM* | 123,873,227 41% |
| of that, discretionary | 106,668,248 47% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 120,382 25% |
| % High Net Worth | 3.74% -16% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Other
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
No private funds