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Libertas Wealth Management Group, Inc.

● SEC registered since 2025CRD 157769SEC# 801-133776Columbus, OH
Export (members)
Reg. AUM
$123.9M
Employees
5
Accounts
1,029
Location
Columbus, OH

Libertas Wealth Management Group, Inc. assets under management

Libertas Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 2025. It reports $123.9 million in regulatory assets under management and employs 5 people.
www.linkedin.com/company/libertas-wealthView on SEC.gov ↗

Libertas Wealth Management Group, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Adam Dean Koos ControlPresident/Chief Compliance OfficerOver 75%2013

Frequently asked questions

How much does Libertas Wealth Management Group, Inc. manage?

Libertas Wealth Management Group, Inc. reports $123.9 million in regulatory assets under management on its Form ADV.

How many employees does Libertas Wealth Management Group, Inc. have?

Libertas Wealth Management Group, Inc. reports 5 employees.

Where is Libertas Wealth Management Group, Inc. located?

Libertas Wealth Management Group, Inc. is based in Columbus, OH and has been SEC-registered since 2025.

Does Libertas Wealth Management Group, Inc. disclose fund performance?

Libertas Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5003 Horizons Dr., Suite 200, Columbus, OH 43220
Phone614-543-1350
Fax614-734-7266
Office hours9 a.m. To 5 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyYes

Assets under management

Discretionary$106.7M
Non-discretionary$17.2M
Total (RAUM)$123.9M