LIBERTAS WEALTH MANAGEMENT GROUP, INC.
CRD #157769 SEC #801-133776 COLUMBUS, OH 614-543-1350
SEC Registered
Total AUM
$123.9M
Discretionary
$106.7M
Employees
5
Clients
101
Accounts
1,029
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $123.9M | $106.7M | $17.2M | 5 | 4 |
| May 2025 | $123.9M | $106.7M | $17.2M | 5 | 4 |
DateJul 2025
Total AUM$123.9M
Discretionary$106.7M
Non-Disc.$17.2M
Employees5
Clients4
DateMay 2025
Total AUM$123.9M
Discretionary$106.7M
Non-Disc.$17.2M
Employees5
Clients4