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.

Firm class

independent wealth managerderivedprivate_client_share=0.99 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=2.0

Regulatory AUM

$568MItem 5.F on the latest filing (2026-05-15); as reported, and an affiliate's assets may be counted again on its own filing

Discretionary RAUM

$568M

Private client RAUM

$563MderivedItem 5.D individuals plus high net worth individuals

Private client share

99%derivedprivate client RAUM over total RAUM

Advisors on IAPD

5

RAUM per advisor

$114Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book

Employees

6

Advisory employees

5

Offices

2Schedule D 1.F, beyond the principal office

Accounts

1,668

Individual clients

475

High net worth clients

145

Custody, client assets

$124M

SEC number

801-130895

CRD

332476

Filings on the tape

13

First filed

Jul 10, 2024

Latest filed

May 15, 2026

Organised

Limited Liability Company, PA

Website

libertysquarewealth.com

• Occurred

  Jul 10, 2024
  First Form ADV filing

  Liberty Square Wealth Partners Llc filed its initial SEC registration (Form ADV)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d1b936de-24eb-4189-37f5-e1bd38dc5eb5

First observed

Jul 10, 2024

Last observed

May 15, 2026 4 months ago

Source families

Federal regulator filings

3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.