Libertas Wealth Management Group, Inc.

Overview

Libertas Wealth Management Group, Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm registered with the SEC in 2025 and focuses on serving individual and family clients. Its advisory offerings center on financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Fee arrangements include both a percentage-of-AUM model and fixed fees. The firm is not positioned as a capital allocator or an active ESG investment manager. It reports a single-state footprint rather than a multi-state advisory platform.

Assets & Accounts

Public Holdings

Investments & Alternatives