LIBERTAS WEALTH MANAGEMENT GROUP, INC.
SEC Form ADV profile.
Total regulatory AUM
$163,057,705
Discretionary
$145,073,305
Non-discretionary
$17,984,400
Firm details
- CRD number
- 157769
- SEC file number
- 801-133776
- Main office
- COLUMBUS, OH, United States
- Employees
- 6
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of November 2026.