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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 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 |
|---|---|---|---|---|
| LIBERTY ONE HOLDINGS, INC. | DE | MANAGING MEMBER | E | |
| LIBERTY ONE HOLDINGS, INC. | DE | MANAGING MEMBER | E | |
| LIBERTY ONE HOLDINGS, INC. | DE | MANAGING MEMBER | E | |
| Dileonardo, Guilian | I | CCO / FOUNDING PARTNER | C | Control |
| Dileonardo, Guilian | I | CCO / FOUNDING PARTNER | C | Control |
| Dileonardo, Guilian | I | CCO / FOUNDING PARTNER | C | Control |
| Dileonardo, Guilian | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Dileonardo, Guilian | I | CHIEF COMPLIANCE OFFICER | C | Control |
| Dileonardo, Guilian | I | CHIEF COMPLIANCE OFFICER | C | Control |
| PETIT-HOMME, JACKY, LOUIS | I | FOUNDING PARTNER | C | Control |
| PETIT-HOMME, JACKY, LOUIS | I | FOUNDING PARTNER | C | Control |
| PETIT-HOMME, JACKY, LOUIS | I | FOUNDING PARTNER | C | Control |
| Feng, Fan | I | FOUNDING PARTNER | B | |
| Feng, Fan | I | FOUNDING PARTNER | B | |
| Feng, Fan | I | FOUNDING PARTNER | B |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (8)
CA DE FL MD NJ NY PA TX
Address
2001 MARKET ST.SUITE 2500
PHILADELPHIA, PA 19103
United States
Phone: 215-776-4918