LIBERTY ONE WEALTH ADVISORS
CRD #315675 SEC #801-130016 PHILADELPHIA, PA 215-776-4918
SEC Registered
Total AUM
$129.5M
Discretionary
$129.5M
Employees
4
Clients
101
Accounts
700
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $129.5M | $129.5M | $0 | 4 | 0 |
| Jul 2025 | $129.5M | $129.5M | $0 | 4 | 0 |
| Feb 2025 | $129.5M | $129.5M | $0 | 4 | 0 |
| May 2024 | $104.7M | $104.7M | $0 | 4 | 1 |
| Apr 2024 | $104.7M | $104.7M | $0 | 4 | 1 |
| Mar 2024 | $104.7M | $104.7M | $0 | 4 | 1 |
DateNov 2025
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateJul 2025
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateFeb 2025
Total AUM$129.5M
Discretionary$129.5M
Non-Disc.$0
Employees4
Clients0
DateMay 2024
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients1
DateApr 2024
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients1
DateMar 2024
Total AUM$104.7M
Discretionary$104.7M
Non-Disc.$0
Employees4
Clients1