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Liberty Square Wealth Partners LLC

● SEC registered since 2024CRD 332476SEC# 801-130895Bethlehem, PA
Export (members)
Reg. AUM
$476M
Employees
4
Accounts
1,482
Location
Bethlehem, PA

Liberty Square Wealth Partners LLC assets under management

Liberty Square Wealth Partners LLC is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 2024. It reports $476 million in regulatory assets under management and employs 4 people.

Liberty Square Wealth Partners LLC owners & executives

6 reported
NameTitleOwnershipSince
Alg3 LLC ControlManaging Member50-75%2024
Allen Stuart Hamilton ControlManaging Member / Managing Partner And Private Wealth Advisor / Chief Compliance OfficerUnder 5%2024
Gerald Anthony Camera ControlManaging Member / Managing Partner And Private Wealth AdvisorUnder 5%2024
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Frequently asked questions

How much does Liberty Square Wealth Partners LLC manage?

Liberty Square Wealth Partners LLC reports $476 million in regulatory assets under management on its Form ADV.

How many employees does Liberty Square Wealth Partners LLC have?

Liberty Square Wealth Partners LLC reports 4 employees.

Where is Liberty Square Wealth Partners LLC located?

Liberty Square Wealth Partners LLC is based in Bethlehem, PA and has been SEC-registered since 2024.

Does Liberty Square Wealth Partners LLC disclose fund performance?

Liberty Square Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017
Phone(610) 865-5803
Fax(610) 865-5983
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$476M
Non-discretionary$0
Total (RAUM)$476M