Liberty One Wealth Advisors

Liberty One Wealth Advisors (CRD# 315675) is a financial advisory firm headquartered in Philadelphia, PA. They manage $104,701,744 in 620 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2001 Market St., Suite 2500, Philadelphia, PA 19103
https://www.libertyonewealth.com/
By the Numbers
  • Total Assets Under Management
    105
    MILLION
  • Total Number of Accounts
    620
    ACCOUNTS
  • Average Account Value
    $168,874
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Liberty One Wealth Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Guilian Dileonardo, financial advisor Philadelphia PA
Guilian Dileonardo
CRD#: 6340775
2001 Market St., Suite 2500, Philadelphia, PA 19103

Guilian Dileonardo (CRD# 6340775) is an Investment Advisor Representative working at Liberty One Wealth Advisors in Philadelphia, PA and has over 6 years of experience in the finance industry.

2
Fan Feng, financial advisor Philadelphia PA
Fan Feng
CRD#: 6890180
2001 Market St., Suite 2500, Philadelphia, PA 19103

Fan Feng (CRD# 6890180) is an Investment Advisor Representative working at Liberty One Wealth Advisors in Philadelphia, PA and has over 6 years of experience in the finance industry.

3
Christopher Klein, financial advisor Philadelphia PA
Christopher R. Klein
CRD#: 7052625
2001 Market St., Suite 2500, Philadelphia, PA 19103

Christopher Klein (CRD# 7052625) is an Investment Advisor Representative working at Liberty One Wealth Advisors in Philadelphia, PA and has over 5 years of experience in the finance industry.

4
Jacky Petit-Homme, financial advisor Philadelphia PA
Jacky L. Petit-Homme
CRD#: 6181225
2001 Market St., Suite 2500, Philadelphia, PA 19103

Jacky Petit-Homme (CRD# 6181225) is an Investment Advisor Representative working at Liberty One Wealth Advisors in Philadelphia, PA and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals