Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC is an SEC-registered mass-market adviser in Bethlehem, PA with $567.8M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Liberty Square Wealth Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 332476, SEC 801-130895, data through 2026-05-15.
- AUM (assets under management / regulatory AUM)
- $567.8M (2026-05-15)
- Firm type
- Mass-Market Adviser
- Location
- Bethlehem, PA
- Employees
- 6
- Clients
- 625
- CRD
- 332476
- Ownership
- HAMILTON, ALLEN, STUART; ISLTIME LLC; CAMERA, GERALD, ANTHONY; TEAM G LLC; ALG3 LLC
How much AUM does Liberty Square Wealth Partners LLC have?
Liberty Square Wealth Partners LLC reported $567.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-15).
Who owns Liberty Square Wealth Partners LLC?
Disclosed owners and executives of Liberty Square Wealth Partners LLC include HAMILTON, ALLEN, STUART, ISLTIME LLC, CAMERA, GERALD, ANTHONY, TEAM G LLC, ALG3 LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.