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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

LIBRA WEALTH LLC

CRD 288098

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdae6628-9558-b254-00fb-c9920178674f

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 5
On other graphs: 0
Observed: Mar 23, 2021 to Mar 10, 2026
17 observations

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

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $640MItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $640M
Private client RAUM: $640MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $160Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 5
Advisory employees: 4
Offices: 6Schedule D 1.F, beyond the principal office
Accounts: 814
Individual clients: 16
High net worth clients: 127
Custody, client assets: $422M
SEC number: 801-120883
CIK: 1925385
CRD: 288098
Filings on the tape: 17
First filed: Mar 23, 2021
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, CA
Website: librawealth.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOHANNA SANCHEZ ADLESON	n/a	LOS GATOS, CA \| Boise, ID	5	18	4	no
MARK FRANCIS ASTRINOS	Certified Financial Planner\|Personal Financial Specialist	LOS GATOS, CA	4	14	2	no
Stephen Moorman	Certified Financial Planner	ERIE, CO \| LOS GATOS, CA	1	12	2	no
Kristy Lynn Visconti	Certified Financial Planner	BAYFIELD, CO \| LOS GATOS, CA	0	13	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ASTRINOS, MARK, FRANCIS	PRINCIPAL AND CHIEF COMPLIANCE OFFICER	E	yes	03/2017	Mar 23, 2021	Sep 4, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
SAN FRANCISCO	CA	United States	1	no
SANTA CRUZ	CA	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$640M	$640M	5	4	6	n/a	n/a
2024	Mar 5, 2025	$474M	$474M	5	4	6	n/a	n/a
2023	Mar 11, 2024	$407M	$407M	4	3	4	n/a	n/a
2022	Mar 20, 2023	$339M	$339M	3	2	3	n/a	n/a
2021	Mar 11, 2022	$373M	$373M	4	3	5	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	1	0	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$640M	$474M	35.1%	$339M	23.5%	5	5	6	6

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT	2	Dec 31, 2020	Nov 2, 2021	SANTA CRUZ, CA	Team lift out	RIA to RIA	66.7%

Relationships

Registered with (6)

← Kristy Lynn ViscontiAdvisorregistration: current employment
Sep 8, 2026 to presentfactForm ADV
← Stephen MoormanAdvisorregistration: current employment
Aug 12, 2025 to presentfactForm ADV
← MARK FRANCIS ASTRINOSAdvisorregistration: current employment
Nov 2, 2021 to presentfactForm ADV
← JOHANNA SANCHEZ ADLESONAdvisorregistration: current employment
Jun 9, 2021 to presentfactForm ADV
← PAUL JAMES DIPALMAAdvisorregistration: previous registration
Feb 28, 2025 to Jun 2, 2025factForm ADV
← GARY LEON COHENAdvisorregistration: previous registration
Mar 17, 2021 to Aug 23, 2022factForm ADV

Controls (1)

← ASTRINOS, MARK, FRANCISOwnerPRINCIPAL AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Mar 23, 2021 to Sep 4, 2024factForm ADV

Moved with (1)

← CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 31, 2020 to Nov 2, 2021factForm ADV

Dated events

Occurred
Mar 10, 2026
Regulatory AUM changed
Libra Wealth Llc reported RAUM $639.8M, up 35% from $473.7M (2025-08-20 to 2026-03-10)
Form ADVobserved 4 days ago
$166M
Occurred
Jun 2, 2025
Advisor changed firm
Paul James Dipalma left Libra Wealth Llc for Mai Capital Management, Llc (registered 2025-07-24)
Form ADVobserved 4 days ago
Occurred
Aug 23, 2022
Advisor changed firm
Gary Leon Cohen left Libra Wealth Llc for Archer Pointe Wealth Management, Llc (registered 2025-12-03)
Form ADVobserved 4 days ago
Occurred
Mar 11, 2022
Regulatory AUM changed
Libra Wealth Llc reported RAUM $373.3M, up 57% from $237.9M (2021-11-02 to 2022-03-11)
Form ADVobserved 4 days ago
$135M
Occurred
Mar 23, 2021
First Form ADV filing
Libra Wealth Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fdae6628-9558-b254-00fb-c9920178674f
First observed: Mar 23, 2021
Last observed: Mar 10, 2026 6 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.

LIBRA WEALTH LLC

CRD 288098

LOS GATOS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fdae6628-9558-b254-00fb-c9920178674f

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:08 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOHANNA SANCHEZ ADLESON

n/a

LOS GATOS, CA | Boise, ID

MARK FRANCIS ASTRINOS

Certified Financial Planner|Personal Financial Specialist

LOS GATOS, CA

Stephen Moorman

Certified Financial Planner

ERIE, CO | LOS GATOS, CA

Kristy Lynn Visconti

Certified Financial Planner

BAYFIELD, CO | LOS GATOS, CA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ASTRINOS, MARK, FRANCIS

PRINCIPAL AND CHIEF COMPLIANCE OFFICER

yes

03/2017

Mar 23, 2021

Sep 4, 2024

City

State

Country

Employees

Also broker-dealer

SAN FRANCISCO

United States

SANTA CRUZ

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$640M

n/a

2024

Mar 5, 2025

$474M

n/a

2023

Mar 11, 2024

$407M

n/a

2022

Mar 20, 2023

$339M

n/a

2021

Mar 11, 2022

$373M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$640M

$474M

35.1%

$339M

23.5%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT

Dec 31, 2020

Nov 2, 2021

SANTA CRUZ, CA

Team lift out

RIA to RIA

66.7%