Libra Wealth LLC
Libra Wealth LLC (CRD# 288098) is a financial advisory firm headquartered in Los Gatos, CA. They manage $406,878,990 in 545 accounts and serve the financial needs of clients across 4 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management407MILLION
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Total Number of Accounts545ACCOUNTS
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Average Account Value$746,567
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CO, ID, TX
Financial Advisors at Libra Wealth LLC
1
Johanna Adleson (CRD# 5263358) is an Investment Advisor Representative working at Libra Wealth LLC in Boise, ID and has over 16 years of experience in the finance industry.
2
Mark Astrinos (CRD# 6035365) is an Investment Advisor Representative working at Libra Wealth LLC in Los Gatos, CA and has over 11 years of experience in the finance industry.
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