Libra Wealth LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Los Gatos, CA. Its latest Form ADV filing, dated March 10, 2026, reports $640M in regulatory assets under management, 5 employees, 6 offices, and 814 accounts.
Assets Under Management
$640M
Employees
5
Offices
6 offices
Total Clients
143
Primary office
LOS GATOS, CA
16185 LOS GATOS BLVD, SUITE 205, LOS GATOS, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
2 types reported
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.8% of total clients.
Top client categories% of clientsClients
1
HNWI
88.8%
127
2
Individuals
11.2%
16
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$640Mas of March 10, 2026
Discretionary100.0%
$640M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$640M
Total Accounts814
10Y AUM Change+$402M (+168.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee29:1
10Y Employee Change+2 (+66.7%)
* 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.