LIBRA WEALTH LLC

16185 Los Gatos Blvd
Suite 205
Los Gatos, California 95032
Tel: (408) 721-1633

About LIBRA WEALTH LLC

LIBRA WEALTH LLC, formally registered with the SEC as LIBRA WEALTH LLC. The firm was established in 04/21/2021. They have over 7 offices throughout the country.

LIBRA WEALTH LLC is a Los Gatos, California based Financial Planning firm with nearly $473,688,568 assets under management, offering retirement planning & investment advisory services to 679 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	288098
SEC#	801-120883
Assets Managed by Firm	$473,688,568
No. of Clients	679
No. of Advisors	5

Fee Structure

Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	679	$473,688,568
Individuals (other than high net worth individuals)	14	$8,995,851
High net worth individuals	106	$464,692,717

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