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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Ohio
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KOOS, ADAM, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| KOOS, ADAM, DEAN | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Jul 10, 2025 REGISTERED
Notice Filings (3)
FL OH TX
Address
5003 HORIZONS DR.SUITE 200
COLUMBUS, OH 43220
United States
Phone: 614-543-1350