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Building 2LIBERTAS WEALTH MANAGEMENT GROUP, INC.

Map pinCOLUMBUS, OH
Phone614-543-1350
NotebookSEC #801-133776
Total AUM
$163.1M
Employees
6
Clients
319

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
5003 HORIZONS DR.
SUITE 200
COLUMBUS
OH 43220
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
614-543-1350

ReceiptFinancials

Total AUM
$163.1M
Accounts
1,184
Discretionary
$145.1M
Accounts
1,145
Non-Discretionary
$18M
Accounts
39

ContactClients

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Individual Clients
259
AUM
$96.2M
HNW Individual Clients
21
AUM
$48.8M
Other Clients
39
AUM
$18M
Description of Other Clients
401K

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Other Regulator Order (Past 10 Years)Other Regulator Violation Finding
State Registrations
FLOHTX

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

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