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LIBRA WEALTH LLC

CRD 288098 · SEC 801-120883

Visit website

16185 LOS GATOS BLVD, SUITE 205, LOS GATOS, CA, 95032, United States

Phone

(408) 721-1633

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$639.8M

Discretionary AUM

$639.8M

Team

5 total employees; 4 advisory reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-10

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals16$9.8M
High net worth individuals127$630.1M

States served

CA, CO, ID, TX, FL

All web addresses on file

Official SEC filing: View on IAPD