Libertas Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Columbus, OH. Its latest Form ADV filing, dated March 12, 2026, reports $163M in regulatory assets under management, 6 employees, and 1,184 accounts.
Assets Under Management
$163M
Employees
6
Offices
--
Total Clients
319
Primary office
COLUMBUS, OH
5003 HORIZONS DR., SUITE 200, COLUMBUS, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 81.2% of total clients.
Top client categories% of clientsClients
1
Individuals
81.2%
259
2
401K
12.2%
39
3
HNWI
6.6%
21
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 12, 2026
Discretionary89.0%
$145M
89% of total RAUM89.0%
Non-discretionary11.0%
$18M
11% of total RAUM11.0%
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.
Total AUM$163M
Total Accounts1,184
10Y AUM Change+$39M (+31.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee53:1
10Y Employee Change+1 (+20.0%)
* 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.