# Libertas Wealth Management Group, Inc.

> Libertas Wealth Management Group, Inc. is an SEC-registered investment advisory firm in Columbus, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 17, 2026.

- CRD: 157769
- Filed as: LIBERTAS WEALTH MANAGEMENT GROUP, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: August 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/157769
- AdvisorCensus page: https://advisorcensus.com/firm/libertas-wealth-management-group-inc-columbus-oh-157769

## Quick answers

**How is Libertas Wealth Management Group, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Libertas Wealth Management Group, Inc. reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Libertas Wealth Management Group, Inc. charge?**
Its Form ADV Part 2A brochure dated August 17, 2026 states: Hourly rate: $350 an hour (work performed through the date of termination); Hourly rate: $500 an hour (implementation after engagement is declined). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Libertas Wealth Management Group, Inc. located?**
Libertas Wealth Management Group, Inc.'s principal office is in Columbus, OH, according to its Form ADV.

**Is Libertas Wealth Management Group, Inc. registered with the SEC or a state?**
Libertas Wealth Management Group, Inc. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 157769.

**How much does Libertas Wealth Management Group, Inc. manage?**
Libertas Wealth Management Group, Inc. reports $163,057,705 in regulatory assets under management in its Form ADV filing dated August 17, 2026 (89% discretionary).

**How have Libertas Wealth Management Group, Inc.'s assets and staff changed since 2025?**
In the Form ADV data for Libertas Wealth Management Group, Inc.: Regulatory assets under management: $123,873,227 in the October 2025 data and $163,057,705 in the October 2026 data, up 32%. Total employees: 5 in October 2025 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Libertas Wealth Management Group, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (259); other (39); high net worth individuals (21).

**Which custodians does Libertas Wealth Management Group, Inc. use?**
Libertas Wealth Management Group, Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Libertas Wealth Management Group, Inc. report any disciplinary disclosures?**
Reports 2 disclosure items on Form ADV Item 11: yes answers to 11.D(2) (another regulator's finding of a violation) and 11.D(4) (another regulator's order in the past ten years). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157769

**Does Libertas Wealth Management Group, Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated August 17, 2026 says: "Libertas does not require a minimum to open an account."

**What changed in Libertas Wealth Management Group, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $123,873,227 to $163,057,705 (+32%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 17, 2026)

- Account minimum: None

> Libertas does not require a minimum to open an account.

- Hourly rate: $350 an hour (work performed through the date of termination)

> In such cases, we will be compensated for work performed through the date of termination at an hourly rate of $350.

- Hourly rate: $500 an hour (implementation after engagement is declined)

> In addition, if a client chooses not to move forward with implementation after engagement, hourly billing applies at a rate of $500 per hour, capped at the flat fee amount for the applicable tier.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $163,057,705
- Discretionary: $145,073,305
- Non-discretionary: $17,984,400

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 259 | $96,245,122 |
| High net worth individuals | 21 | $48,828,183 |
| Other | 39 | $17,984,400 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports 2 disclosure items on Form ADV Item 11.

### Item 11 questions answered yes
- 11.D(2): Has another federal regulator, a state regulator, or a foreign financial regulator ever found that the firm or an advisory affiliate was involved in a violation of investment-related regulations or statutes?
- 11.D(4): In the past ten years, has another federal regulator, a state regulator, or a foreign financial regulator entered an order against the firm or an advisory affiliate in connection with investment-related activity?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/157769

### Websites listed on Form ADV (Item 1.I)
- libertaswealth.com
- open.spotify.com/show/29Jrqu0MV1VrpRGqgm6seV
- threads.com/@libertas.wealth
- Facebook @LIBERTASWEALTH
- Instagram @libertas.wealth
- LinkedIn @ADAMKOOS
- LinkedIn @libertas-wealth
- TikTok @libertaswealthmanagement
- X @libertaswm
- YouTube @libertaswealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $123,873,227 | 5 | July 10, 2025 |
| October 2026 | $163,057,705 | 6 | August 17, 2026 |

Regulatory assets under management: $123,873,227 in the October 2025 data and $163,057,705 in the October 2026 data, up 32%.
Total employees: 5 in October 2025 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $123,873,227 to $163,057,705 (+32%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Libertas Wealth Management Group, Inc. (CRD 157769): Form ADV filing data as of October 2026.