LIBERTY SQUARE WEALTH PARTNERS LLC
CRD #332476 SEC #801-130895 BETHLEHEM, PA (610) 865-5803
SEC Registered
Total AUM
$476M
Discretionary
$476M
Employees
4
Clients
0
Accounts
1,482
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $476M | $476M | $0 | 4 | 0 |
| Oct 2025 | $476M | $476M | $0 | 4 | 0 |
| Aug 2025 | $476M | $476M | $0 | 4 | 0 |
| May 2025 | $476M | $476M | $0 | 4 | 0 |
| Apr 2025 | $476M | $476M | $0 | 4 | 0 |
| Mar 2025 | $476M | $476M | $0 | 4 | 0 |
| Jan 2025 | $0 | $0 | $0 | 2 | 0 |
| Aug 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
| Jul 2024 | $0 | $0 | $0 | 2 | 0 |
DateNov 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateOct 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateAug 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateMay 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateApr 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateMar 2025
Total AUM$476M
Discretionary$476M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateAug 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0
DateJul 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0