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, SEC‑registered Registered Investment Advisor formed as a limited liability company in 2021. The firm is owned by an individual and focuses on advising individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and selection of third‑party advisers. Libra Wealth bills clients via hourly charges and fixed fees and identifies itself as a capital allocator, meaning it places client capital with external managers in addition to managing portfolios directly. The firm does not position itself as an ESG investor and is not organized as a multi‑state or pension consultant adviser.
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
1 of 1
Mark Astrinos
Chief Executive Officer & Chief Compliance OfficerCRD 6035365
Contacts
2 of 2
Stephen Moorman
Financial PlannerCRD 7282455
Johanna Adleson
Investment AdvisorCRD 5263358
Wealth 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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