LIBRA WEALTH LLC
Firm details
- Headquarters
- LOS GATOS, California
- CRD number
- 288098
- Registered since
- April 21, 2021
- Website
- www.librawealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI98.48%
- Individuals1.52%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Libra Wealth LLC is an independent, SEC-registered advisory firm that acts as a capital allocator for individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and selects third‑party advisers on clients’ behalf. Fee arrangements emphasize hourly and fixed-fee engagements rather than AUM-based billing. Libra Wealth does not present itself as an ESG‑focused investor and has been SEC registered since 2021.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds87%
- Exchange Traded Equities8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4CHRISTINE WHITE
Financial PlannerCRD 6429853
MARK ASTRINOS
Principal and FounderCRD 6035365
Stephen Moorman
Financial PlannerCRD 7282455
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 48Active vs passive
$319M in ETFs
79%
$251M
21%
$68.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $70.3M | 219,258 | 22.07% |
Location
LOS GATOS, CA
SANTA CLARA
Location
LOS GATOS, CA
Headquartered in LOS GATOS, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 16185 Los Gatos Blvd
- Time zone
- PT (UTC-8)
- Office locations
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