# Liberty One Wealth Advisors

> Liberty One Wealth Advisors is an SEC-registered investment advisory firm in Philadelphia, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 30, 2026.

- CRD: 315675
- Filed as: LIBERTY ONE WEALTH ADVISORS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Philadelphia, PA
- Filing period: October 2026
- Form ADV filing dated: July 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/315675
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-one-wealth-advisors-philadelphia-pa-315675

## Quick answers

**How is Liberty One Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Liberty One Wealth Advisors reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Liberty One Wealth Advisors located?**
Liberty One Wealth Advisors' principal office is in Philadelphia, PA, according to its Form ADV.

**Is Liberty One Wealth Advisors registered with the SEC or a state?**
Liberty One Wealth Advisors is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 315675.

**How much does Liberty One Wealth Advisors manage?**
Liberty One Wealth Advisors reports $178,357,037 in regulatory assets under management in its Form ADV filing dated July 30, 2026 (100% discretionary).

**How have Liberty One Wealth Advisors' assets and staff changed since 2024?**
In the Form ADV data for Liberty One Wealth Advisors: Regulatory assets under management: $104,701,744 in the October 2024 data and $178,357,037 in the October 2026 data, up 70%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Liberty One Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (210); high net worth individuals (26).

**Which custodians does Liberty One Wealth Advisors use?**
Liberty One Wealth Advisors' 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 Liberty One Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/315675

**What changed in Liberty One Wealth Advisors' recent Form ADV filings?**
In the August 2026 filing data: Registered or notice-filed in MA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### 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: $178,357,037
- Discretionary: $178,357,037
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 210 | $104,544,803 |
| High net worth individuals | 26 | $71,978,009 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $751,565 |
| Charitable organizations | Fewer than 5 | $990,416 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | Fewer than 5 | $92,244 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, DE, FL, MA, MD, NJ, NY, PA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- libertyonewealth.com
- linktr.ee/libertyone
- Facebook @libertyonewealth
- Instagram @ Jacky_CFP
- Instagram @libertyonewealth
- LinkedIn @liberty-one-wealth-advisors
- X @phillycfp
- YouTube @libertyonewealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $104,701,744 | 4 | May 1, 2024 |
| October 2025 | $129,464,252 | 4 | July 1, 2025 |
| October 2026 | $178,357,037 | 5 | July 30, 2026 |

Regulatory assets under management: $104,701,744 in the October 2024 data and $178,357,037 in the October 2026 data, up 70%.
Total employees: 4 in October 2024 and 5 in October 2026.

## Changes in the filing (last 12 months)

### August 2026
- Registered or notice-filed in MA.

### February 2026
- Employees performing advisory functions went from 4 to 5.
- Regulatory assets under management went from $129,464,252 to $178,357,037 (+38%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty One Wealth Advisors (CRD 315675): Form ADV filing data as of October 2026.