Libertas Wealth Management Group, Inc.

Overview

Libertas Wealth Management Group, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2025. The firm serves individuals and families and charges clients on a percentage-of-AUM basis and through fixed fees. Its advisory services focus on financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not market itself as an ESG-focused manager and is not organized as a multi-state or related adviser; it also does not operate as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives