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Building 2LIBERTY ONE WEALTH ADVISORS

Map pinPHILADELPHIA, PA
Phone215-776-4918
NotebookSEC #801-130016
Total AUM
$178.4M
Employees
5
Clients
239

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 MARKET ST.
SUITE 2500
PHILADELPHIA
PA 19103
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
215-776-4918

ReceiptFinancials

Total AUM
$178.4M
Accounts
832
Discretionary
$178.4M
Accounts
832
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
210
AUM
$104.5M
HNW Individual Clients
26
AUM
$72M
Pension/Profit Sharing Plan Clients
1
AUM
$751.6K
Charitable Organization Clients
1
AUM
$990.4K
Corporation or Business Clients
1
AUM
$92.2K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CADEFLMDNJNYPATX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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