Data / Investment advisers / Pennsylvania / Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners LLC, Bethlehem, PA: $568 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Liberty Square Wealth Partners LLC is an SEC registered investment adviser with its main office in Bethlehem, Pennsylvania and reports $568 million in regulatory assets under management in its Form ADV filed May 15, 2026. Its clients include high net worth individuals, individuals and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 332476
- SEC file number
- 801-130895
- SEC status
- Approved, effective August 9, 2024
- Main office
- 1525 Valley Center Pkwy Suite 120, Bethlehem, PA 18017
- Phone
- (610) 865-5803
- Website
- libertysquarewealth.com
- Regulatory AUM
- $567,782,618 in the Form ADV filed May 15, 2026
- Discretionary AUM
- $567,782,618
- Accounts
- 1,668
- Employees
- 6, of which 5 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Other offices
- 2
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 15, 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 |
|---|---|---|
| High net worth individuals | 145 | $407.7 million |
| Individuals (other than high net worth individuals) | 475 | $155.4 million |
| Corporations or other businesses | 5 | $3.8 million |
| Charitable organizations | Fewer than 5 | $978,697 |
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 |
|---|---|---|
| March 2, 2026 | $567.8 million | February 9, 2026 |
| December 1, 2025 | $476 million | November 7, 2025 |
Other advisers in Bethlehem
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cornerstone Advisors Asset Management, LLC | Bethlehem | $9.57 billion | Not listed | adviserinfo.sec.gov |
| Valley National Advisers Inc | Bethlehem | $1.31 billion | Not listed | adviserinfo.sec.gov |
| O'Hagan Group, Inc. | Bethlehem | $1.25 billion | Not listed | adviserinfo.sec.gov |
| MTM Financial Group, LLC | Bethlehem | $771.6 million | Not listed | adviserinfo.sec.gov |
| Tiller Private Wealth, Inc. | Bethlehem | $730.3 million | Not listed | adviserinfo.sec.gov |
| Keyvantage Wealth Advisors | Bethlehem | $339.4 million | Not listed | adviserinfo.sec.gov |
| Stark Wealth Management LLC | Bethlehem | $262.5 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bethlehem, PA
- Investment advisers in Pennsylvania
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Liberty Square Wealth Partners LLC 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.