Data / Investment advisers / Pennsylvania / Liberty One Wealth Advisors
Liberty One Wealth Advisors, Philadelphia, PA: $178 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Liberty One Wealth Advisors is an SEC registered investment adviser with its main office in Philadelphia, Pennsylvania and reports $178 million in regulatory assets under management in its Form ADV filed October 20, 2026. Its clients include individuals, high net worth individuals and charitable organizations. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 315675
- SEC file number
- 801-130016
- SEC status
- Approved, effective April 25, 2024
- Main office
- 200 S Broad St. Suite 550, Philadelphia, PA 19102
- Phone
- (215) 776-4918
- Regulatory AUM
- $178,357,037 in the Form ADV filed October 20, 2026
- Discretionary AUM
- $178,357,037
- Accounts
- 832
- Employees
- 5, of which 5 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 20, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 210 | $104.5 million |
| High net worth individuals | 26 | $72 million |
| Charitable organizations | Fewer than 5 | $990,416 |
| Pension and profit sharing plans | Fewer than 5 | $751,565 |
| Corporations or other businesses | Fewer than 5 | $92,244 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| February 2, 2026 | $178.4 million | January 30, 2026 |
| December 1, 2025 | $129.5 million | November 10, 2025 |
Other advisers in Philadelphia
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Eureka Equity Partners | Philadelphia | $279.2 million | 3 | adviserinfo.sec.gov |
| FS Tactical Advisor, LLC | Philadelphia | $278.8 million | 2 | adviserinfo.sec.gov |
| Magnolia Private Wealth, LLC | Philadelphia | $272.1 million | Not listed | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | adviserinfo.sec.gov |
| Versa Capital | Philadelphia | $180.1 million | 7 | adviserinfo.sec.gov |
| Zenith Wealth Partners | Philadelphia | $151 million | Not listed | adviserinfo.sec.gov |
| Cross Border Financial Planning USA LLC | Philadelphia | $147.2 million | Not listed | adviserinfo.sec.gov |
| Setarcos Wealth Advisors LLC | Philadelphia | $111.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Philadelphia, PA
- Investment advisers in Pennsylvania
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Liberty One Wealth Advisors on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.