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RIA / WealthAdvisor18 years in industry

JOHANNA SANCHEZ ADLESON

Advisor at LIBRA WEALTH LLC

LOS GATOS, CA | Boise, ID

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Search this name across graphsid dfx:ria:2a8f012e-139b-178a-fe0f-84e575c6ba47

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2009 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: LIBRA WEALTH LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 5, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Mar 5, 2008
First registration: Aug 7, 2009
Dual registered: no
Other names: JOHANNA L SANCHEZ
IAPD individual key: 5263358

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
LIBRA WEALTH LLC	Independent wealth	Jun 9, 2021	n/a	yes	Boise, ID\|LOS GATOS, CA	Current employment
ASPEN CAPITAL MANAGEMENT, LLC	Independent wealth	Jun 18, 2020	May 12, 2021	no	BOISE, ID	Previous registration
ADERO PARTNERS, LLC	Former SEC adviser	Aug 14, 2018	Oct 19, 2018	no	Palo Alto, CA	Previous registration
VISTA WEALTH MANAGEMENT, LLC	Former SEC adviser	Oct 17, 2013	Aug 13, 2018	no	EAST PALO ALTO, CA\|Palo Alto, CA	Previous registration
MORGAN STANLEY	Wirehouse	Aug 7, 2009	Aug 27, 2013	no	Cupertino, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ASPEN CAPITAL MANAGEMENT, LLC	LIBRA WEALTH LLC	May 12, 2021	Jun 9, 2021	28	Firm change	RIA to RIA
ADERO PARTNERS, LLC	ASPEN CAPITAL MANAGEMENT, LLC	Oct 19, 2018	Jun 18, 2020	608	Firm change after gap	RIA to RIA
VISTA WEALTH MANAGEMENT, LLC	ADERO PARTNERS, LLC	Aug 13, 2018	Aug 14, 2018	1	Firm change	RIA to new firm
MORGAN STANLEY	VISTA WEALTH MANAGEMENT, LLC	Aug 27, 2013	Oct 17, 2013	51	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110252:297808:CA:2018-08-13	Aug 13, 2018	Aug 14, 2018	PALO ALTO, CA	Firm change

Relationships

Registered with (5)

→ LIBRA WEALTH LLCRegistered adviserregistration: current employment
Jun 9, 2021 to presentfactForm ADV
→ ASPEN CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 18, 2020 to May 12, 2021factForm ADV
→ ADERO PARTNERS, LLCRegistered adviserregistration: previous registration
Aug 14, 2018 to Oct 19, 2018factForm ADV
→ VISTA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Oct 17, 2013 to Aug 13, 2018factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Aug 7, 2009 to Aug 27, 2013factForm ADV

Dated events

No dated event names this entity yet.