| Name | Title | Ownership | Since |
|---|---|---|---|
| Guilian Dileonardo Control | Chief Compliance Officer | 25-50% | 2021 |
| Liberty One Holdings, Inc. | Managing Member | Over 75% | 2025 |
| Fan Feng | Founding Member | — | 2025 |
Liberty One Wealth Advisors reports $129.5 million in regulatory assets under management on its Form ADV.
Liberty One Wealth Advisors reports 4 employees.
Liberty One Wealth Advisors is based in Philadelphia, PA and has been SEC-registered since 2024.
Liberty One Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2001 Market St., Suite 2500, Philadelphia, PA 19103 |
| Phone | 215-776-4918 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $129.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $129.5M |