# Libretto

> Libretto is an SEC-registered investment advisory firm in Los Angeles, CA, registered since 2018, with no regulatory assets under management reported in its Form ADV filing dated March 27, 2026.

- CRD: 292052
- Filed as: LIBRETTO
- Legal name: Libretto, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Los Angeles, CA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/292052
- AdvisorCensus page: https://advisorcensus.com/firm/libretto-los-angeles-ca-292052

## Quick answers

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

**Where is Libretto located?**
Libretto's principal office is in Los Angeles, CA, according to its Form ADV.

**Is Libretto registered with the SEC or a state?**
Libretto is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 292052.

**How have Libretto's assets and staff changed since 2021?**
In the Form ADV data for Libretto: Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**Does Libretto 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/292052

## From the Form ADV filing

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

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2018 (8 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, LA, NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- libretto.io
- LinkedIn @libretto-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | 5 | March 23, 2021 |
| October 2022 | Not reported | 5 | July 1, 2022 |
| October 2023 | Not reported | 5 | March 8, 2023 |
| October 2024 | Not reported | 5 | August 1, 2024 |
| October 2025 | Not reported | 6 | March 17, 2025 |
| October 2026 | Not reported | 6 | March 27, 2026 |

Total employees: 5 in October 2021 and 6 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Libretto (CRD 292052): Form ADV filing data as of October 2026.