# Liberty Square Wealth Partners LLC

> Liberty Square Wealth Partners LLC is an SEC-registered investment advisory firm in Bethlehem, PA, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 15, 2026.

- CRD: 332476
- Filed as: LIBERTY SQUARE WEALTH PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bethlehem, PA
- Filing period: October 2026
- Form ADV filing dated: May 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332476
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-square-wealth-partners-llc-bethlehem-pa-332476

## Quick answers

**How is Liberty Square Wealth Partners LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Liberty Square Wealth Partners LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Liberty Square Wealth Partners LLC charge?**
Its Form ADV Part 2A brochure dated February 9, 2026 states: Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it); Flat fee: $500 to $2,500 (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Liberty Square Wealth Partners LLC located?**
Liberty Square Wealth Partners LLC's principal office is in Bethlehem, PA, according to its Form ADV.

**Is Liberty Square Wealth Partners LLC registered with the SEC or a state?**
Liberty Square Wealth Partners LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 332476.

**How much does Liberty Square Wealth Partners LLC manage?**
Liberty Square Wealth Partners LLC reports $567,782,618 in regulatory assets under management in its Form ADV filing dated May 15, 2026 (100% discretionary).

**How have Liberty Square Wealth Partners LLC's assets and staff changed since 2024?**
In the Form ADV data for Liberty Square Wealth Partners LLC: Regulatory assets under management: $0 in the October 2024 data and $567,782,618 in the October 2026 data. Total employees: 2 in October 2024 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Liberty Square Wealth Partners LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (475); high net worth individuals (145); corporations or other businesses not listed above (5).

**Which custodians does Liberty Square Wealth Partners LLC use?**
Liberty Square Wealth Partners LLC'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 Liberty Square Wealth Partners LLC 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/332476

**Does Liberty Square Wealth Partners LLC state an account minimum?**
Its Form ADV Part 2A brochure dated February 9, 2026 says: "Liberty Square generally does not impose a minimum relationship size."

**What changed in Liberty Square Wealth Partners LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $476,000,000 to $567,782,618 (+19%). Employees performing advisory functions went from 2 to 5.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated February 9, 2026)

- Asset-based fee: 0.5% to 1.5% a year (a range, as the brochure states it)

> Wealth management fees are paid monthly, in advance of each month, ranging from 0.50% to 1.50% annually, pursuant to the terms of the wealth management agreement.

- Account minimum: None

> Liberty Square generally does not impose a minimum relationship size.

- Flat fee: $500 to $2,500 (financial planning services)

> The maximum hourly fee for finacical planning services is $300. Fixed fees range from $500 to $2,500.

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: $567,782,618
- Discretionary: $567,782,618
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 475 | $155,380,402 |
| High net worth individuals | 145 | $407,670,858 |
| Charitable organizations | Fewer than 5 | $978,697 |
| Corporations or other businesses not listed above | 5 | $3,752,661 |

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

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, LA, MD, NC, NE, NJ, NY, PA, SC, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- libertysquarewealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $0 | 2 | August 26, 2024 |
| October 2025 | $476,000,000 | 4 | May 9, 2025 |
| October 2026 | $567,782,618 | 6 | May 15, 2026 |

Regulatory assets under management: $0 in the October 2024 data and $567,782,618 in the October 2026 data.
Total employees: 2 in October 2024 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $476,000,000 to $567,782,618 (+19%).
- Employees performing advisory functions went from 2 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty Square Wealth Partners LLC (CRD 332476): Form ADV filing data as of October 2026.