Liberty Financial Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Elm Grove, WI. Its latest Form ADV filing, dated March 30, 2026, reports $194M in regulatory assets under management, 5 employees, and 766 accounts.
Assets Under Management
$194M
Employees
5
Offices
--
Total Clients
238
Primary office
ELM GROVE, WI
13150 WATERTOWN PLANK RD, SUITE 203, ELM GROVE, WI, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 88.2% of total clients.
Top client categories% of clientsClients
1
Individuals
88.2%
210
2
HNWI
11.8%
28
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$194Mas of March 30, 2026
Discretionary99.3%
$193M
99% of total RAUM99.3%
Non-discretionary0.7%
$1M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$194M
Total Accounts766
10Y AUM Change+$80M (+69.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee48:1
10Y Employee Change-3 (-37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.