Libertas Wealth Management Group, Inc.
Libertas Wealth Management Group, Inc. is an SEC-registered mass-market adviser in Columbus, OH with $163.1M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Libertas Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 157769, SEC 801-133776, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $163.1M (2026-03-12)
- Firm type
- Mass-Market Adviser
- Location
- Columbus, OH
- Employees
- 6
- Clients
- 319
- CRD
- 157769
- Ownership
- KOOS, ADAM, DEAN
How much AUM does Libertas Wealth Management Group, Inc. have?
Libertas Wealth Management Group, Inc. reported $163.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Libertas Wealth Management Group, Inc.?
Disclosed owners and executives of Libertas Wealth Management Group, Inc. include KOOS, ADAM, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.