LIBERTAS WEALTH MANAGEMENT GROUP, INC.

Overview

Libertas Wealth Management Group, Inc. is an independent registered investment adviser owned by an individual and focused on serving individuals and families. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Its billing combines percentage-of-assets and fixed-fee arrangements, which supports both ongoing investment management relationships and project-based planning engagements. The firm tilts heavily toward public equity exposure: exchange-traded equities are the dominant asset class in client portfolios. Libertas operates primarily as a discretionary manager — the vast majority of client assets are managed on a discretionary basis — and it does not present itself as a capital allocator. Libertas is not flagged as an active ESG investor and does not operate as a multi-state adviser, indicating a more locally concentrated client footprint and a conventional investment policy framework.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices