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Building 2LIBRA WEALTH LLC

Map pinLOS GATOS, CA
Phone(408) 721-1633
NotebookSEC #801-120883
Total AUM
$639.8M
Employees
5
Clients
143

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
16185 LOS GATOS BLVD
SUITE 205
LOS GATOS
CA 95032
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(408) 721-1633
Other Offices
6

ReceiptFinancials

Total AUM
$639.8M
Accounts
814
Discretionary
$639.8M
Accounts
814
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
16
AUM
$9.8M
HNW Individual Clients
127
AUM
$630.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOIDTX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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