Libra Wealth LLC
Firm details
- Headquarters
- Los Gatos, California
- CRD number
- 288098
- Registered since
- April 21, 2021
- Website
- www.librawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI98.48%
- Individuals1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Libra Wealth LLC is an independent, owner-operated RIA organized as an LLC and registered with the SEC in 2021. The firm positions itself as a capital allocator serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its fee approach relies on hourly and fixed-fee arrangements rather than traditional AUM‑based billing. Libra Wealth is not identified as an active ESG investor.
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 Funds87%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 49Active vs passive
$348M in ETFs
78%
$273M
21%
$75.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $81.7M | 220,794 | 23.48% |
Location
Los Gatos, CA
Santa Clara
Location
Los Gatos, CA
Headquartered in Los Gatos, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 16185 Los Gatos Blvd
- Time zone
- PT (UTC-8)
- Office locations
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