Also known as libra wealth
Libra Wealth is an independent, fee-only financial advisory firm based in Los Gatos, California, founded in 2017, with about $640 million in assets under management. Its site describes it as serving the Bay Area and clients across the country by video conference. The firm advises on tax, investments, behavioural finance and positive psychology, aiming to help clients allocate time and resources toward their goals and to align money with the life they want. Its themes include building wealth across life areas, creating experiences, community impact and legacy. Clients can access accounts through a Charles Schwab portal, and the firm offers a free introductory call.
Public regulatory records matched to Libra Wealth from SEC and IRS filings.
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Libra Wealth is a wealth manager based in Los Gatos, United States, managing approximately $640M in assets.
Libra Wealth is headquartered in Los Gatos, United States.
Libra Wealth manages approximately $640M in assets under management.
Libra Wealth was founded in 2017.
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