# Libra Wealth LLC

> Libra Wealth LLC is an SEC-registered investment advisory firm in Los Gatos, CA, registered since 2021, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 10, 2026.

- CRD: 288098
- Filed as: LIBRA WEALTH LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Gatos, CA
- Filing period: October 2026
- Form ADV filing dated: March 10, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288098
- AdvisorCensus page: https://advisorcensus.com/firm/libra-wealth-llc-los-gatos-ca-288098

## Quick answers

**How is Libra Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Libra Wealth LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Libra Wealth LLC located?**
Libra Wealth LLC's principal office is in Los Gatos, CA, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is Libra Wealth LLC registered with the SEC or a state?**
Libra Wealth LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 288098.

**How much does Libra Wealth LLC manage?**
Libra Wealth LLC reports $639,843,347 in regulatory assets under management in its Form ADV filing dated March 10, 2026 (100% discretionary).

**How have Libra Wealth LLC's assets and staff changed since 2021?**
In the Form ADV data for Libra Wealth LLC: Regulatory assets under management: $237,938,726 in the October 2021 data and $639,843,347 in the October 2026 data, up 169%. Total employees: 4 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Libra Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (127); individuals (other than high net worth individuals) (16).

**Which custodians does Libra Wealth LLC use?**
Libra Wealth 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 Libra Wealth 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/288098

**Does Libra Wealth LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 10, 2026 says: "Libra generally does not impose a minimum account size for establishing a relationship."

**What changed in Libra Wealth LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $473,688,568 to $639,843,347 (+35%).

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Account minimum: None

> Libra generally does not impose a minimum account size for establishing a relationship.

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: $639,843,347
- Discretionary: $639,843,347
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $9,756,627 |
| High net worth individuals | 127 | $630,086,720 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 5 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, ID, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA
- Santa Cruz, CA

### Websites listed on Form ADV (Item 1.I)
- librawealth.com
- LinkedIn @librawealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $237,938,726 | 4 | September 10, 2021 |
| October 2022 | $373,285,321 | 4 | June 28, 2022 |
| October 2023 | $339,409,125 | 3 | May 17, 2023 |
| October 2024 | $406,878,990 | 4 | September 4, 2024 |
| October 2025 | $473,688,568 | 5 | March 5, 2025 |
| October 2026 | $639,843,347 | 5 | March 10, 2026 |

Regulatory assets under management: $237,938,726 in the October 2021 data and $639,843,347 in the October 2026 data, up 169%.
Total employees: 4 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $473,688,568 to $639,843,347 (+35%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Libra Wealth LLC (CRD 288098): Form ADV filing data as of October 2026.