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LIBERTY ONE WEALTH ADVISORS
CRD 315675File 801-130016
APPROVED
Retail clients
Custody
Filing as of Jul 30, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$178.4M
Bottom 25% of cohort (national)
Discretionary AUM
$178.4M
Clients
236
832 accounts
Employees
5
Bottom 25% of cohort in PA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Apr 25, 2024
- Principal office
- 2001 MARKET ST., SUITE 2500, PHILADELPHIA, PA, 19103
- Phone
- 215-776-4918
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $178.4M
- Discretionary AUM
- $178.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 832
- Non-discretionary accounts
- 0
- Total accounts
- 832
- AUM per client
- $756K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $92K |
| Charitable organizations | Fewer than 5 | $990K |
| High net worth individuals | 26 | $72.0M |
| Pension and profit sharing plans | Fewer than 5 | $752K |
| Individuals (other than high net worth individuals) | 210 | $104.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.