Liberty One Wealth Advisors
Firm details
- Headquarters
- Philadelphia, Pennsylvania
- CRD number
- 315675
- Registered since
- April 25, 2024
- Website
- www.libertyonewealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- Individuals58.62%
- HNWI40.36%
- Charitable Organizations0.56%
- Pension & Profit Sharing Plans0.42%
- Corporations / Businesses0.05%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Liberty One Wealth Advisors is a corporation operating as an independent registered investment adviser. The firm registered with the SEC in 2024 and serves primarily individual and family clients on a percentage-of-AUM fee model. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Liberty One reports no status as a capital allocator and does not identify as an active ESG investor. The firm also lists an affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
Contacts
3 of 5
Paul Zablotney
Wealth Management AssociateCRD 7855743
Guilian Dileonardo
Founding Partner & Wealth AdvisorCRD 6340775
Fan Feng
Founding PartnerCRD 6890180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Philadelphia, PA
Philadelphia
Location
Philadelphia, PA
Headquartered in Philadelphia, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Philadelphia
- Address
- 2001 Market St
- Time zone
- ET (UTC-5)
- Office locations
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