LIBRA WEALTH LLC
CRD #288098 SEC #801-120883 LOS GATOS, CA (408) 721-1633
SEC Registered
Total AUM
$473.7M
Discretionary
$473.7M
Employees
5
Clients
10
Accounts
679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $473.7M | $473.7M | $0 | 5 | 0 |
| Mar 2025 | $473.7M | $473.7M | $0 | 5 | 0 |
| Feb 2025 | $406.9M | $406.9M | $0 | 4 | 0 |
| Sep 2024 | $406.9M | $406.9M | $0 | 4 | 0 |
| Mar 2024 | $406.9M | $406.9M | $0 | 4 | 0 |
| Jan 2024 | $339.4M | $339.4M | $0 | 3 | 0 |
| Jan 2024 | $339.4M | $339.4M | $0 | 3 | 0 |
| Nov 2023 | $339.4M | $339.4M | $0 | 3 | 0 |
| May 2023 | $339.4M | $339.4M | $0 | 3 | 0 |
| May 2023 | $339.4M | $339.4M | $0 | 3 | 0 |
| Mar 2023 | $339.4M | $339.4M | $0 | 3 | 0 |
| Jun 2022 | $373.3M | $373.3M | $0 | 4 | 0 |
| Mar 2022 | $373.3M | $373.3M | $0 | 4 | 0 |
| Nov 2021 | $237.9M | $237.9M | $0 | 4 | 0 |
| Sep 2021 | $237.9M | $237.9M | $0 | 4 | 0 |
| Jun 2021 | $237.9M | $237.9M | $0 | 4 | 0 |
| Mar 2021 | $237.9M | $237.9M | $0 | 3 | 0 |
DateAug 2025
Total AUM$473.7M
Discretionary$473.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$473.7M
Discretionary$473.7M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$406.9M
Discretionary$406.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2024
Total AUM$406.9M
Discretionary$406.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$406.9M
Discretionary$406.9M
Non-Disc.$0
Employees4
Clients0
DateJan 2024
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateNov 2023
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateMay 2023
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateMar 2023
Total AUM$339.4M
Discretionary$339.4M
Non-Disc.$0
Employees3
Clients0
DateJun 2022
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$373.3M
Discretionary$373.3M
Non-Disc.$0
Employees4
Clients0
DateNov 2021
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees4
Clients0
DateJun 2021
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$237.9M
Discretionary$237.9M
Non-Disc.$0
Employees3
Clients0