Liberty One Wealth Advisors
Liberty One Wealth Advisors is an SEC-registered mass-market adviser in Philadelphia, PA with $178.4M assets under management (AUM, regulatory AUM), +38% over one year. See who owns Liberty One Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315675, SEC 801-130016, data through 2026-01-30.
- AUM (assets under management / regulatory AUM)
- $178.4M (2026-01-30)
- Firm type
- Mass-Market Adviser
- Location
- Philadelphia, PA
- Employees
- 5
- Clients
- 236
- CRD
- 315675
- Ownership
- Feng, Fan; PETIT-HOMME, JACKY, LOUIS; LIBERTY ONE HOLDINGS, INC.; Dileonardo, Guilian
How much AUM does Liberty One Wealth Advisors have?
Liberty One Wealth Advisors reported $178.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-30).
Who owns Liberty One Wealth Advisors?
Disclosed owners and executives of Liberty One Wealth Advisors include Feng, Fan, PETIT-HOMME, JACKY, LOUIS, LIBERTY ONE HOLDINGS, INC., Dileonardo, Guilian. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.