LIBERTY SQUARE WEALTH PARTNERS LLC

RIASEC RegisteredEst. 2024

Total AUM

$568M

Discretionary

$568M

100% of AUM

Avg account

$340K

Accounts

1,668

Employees

Advisory reps

Firm details

Headquarters: BETHLEHEM, Pennsylvania
CRD number: 332476
Registered since: August 9, 2024
Website: www.libertysquarewealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI71.8%
Individuals27.37%
Corporations / Businesses0.66%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Liberty Square Wealth Partners LLC is an independent, SEC-registered registered investment adviser organized as an LLC in 2024. The firm serves both individual and family clients as well as institutional accounts, and provides a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting. Its billing model includes asset-based fees, hourly charges, and fixed fees. The ADV indicates Liberty Square is not positioning itself as a capital allocator or an active ESG investor; instead it places client assets with third-party products and managers.