SEC Form ADV

LIBERTY ONE WEALTH ADVISORS

Registered Investment AdviserPA
$178.4M
Assets Under Management
832
Total Clients
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Registration Details

Accession
CRD-315675
Location
PHILADELPHIA, PA
Filing Date
January 30, 2026
AUM
$178.4M
Total Clients
832
Amendment
No

About this Adviser

LIBERTY ONE WEALTH ADVISORS is a registered investment adviser headquartered in PHILADELPHIA, PA, managing approximately $178.4M in assets across 832 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.