Libertas Wealth Management Group, Inc.

Libertas Wealth Management Group, Inc. (CRD# 157769) is a financial advisory firm headquartered in Columbus, OH. They manage $68,615,000 in 931 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    69
    MILLION
  • Total Number of Accounts
    931
    ACCOUNTS
  • Average Account Value
    $73,700
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

OH, TX

Financial Advisors at Libertas Wealth Management Group, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Adam D. Koos
CRD#: 4450982
5003 Horizons Dr., Suite 200, Columbus, OH 43220
96
Wealthminder
score

Adam Koos (CRD# 4450982) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has over 15 years of experience in the finance industry. Adam Koos has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Andrew H. Barton
CRD#: 5821594
5003 Horizons Dr., Suite 200, Columbus, OH 43220
90
Wealthminder
score

Andrew Barton (CRD# 5821594) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has over 3 years of experience in the finance industry.

3
Zachary S. Leedom
CRD#: 6660596
5003 Horizons Dr., Suite 200, Columbus, OH 43220
90
Wealthminder
score

Zachary Leedom (CRD# 6660596) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

4
Heather N. Atkins
CRD#: 6587673
5003 Horizons Dr., Suite 200, Columbus, OH 43220
87
Wealthminder
score

Heather Atkins (CRD# 6587673) is an Investment Advisor Representative working at Libertas Wealth Management Group, Inc. in Columbus, OH and has 1 year of experience in the finance industry.

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