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Libertas Wealth Management Group, Inc.

Libertas Wealth Management Group, Inc.. CRD 157769

Libertas Wealth Management Group, Inc. logo

CRD: 157769

Libertas Wealth Management Group, Inc.

Columbus, OH, 43220
6145431350
www.libertaswealth.com
$163.1M Total AUM
$145.1M Disc. AUM
-- 3Y CAGR
6 Employees
599 ADV. Clients
12 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Millennium Trust
Clients
Retail and Institutional
Platforms
DeltaGlacier
Established Date
11-08-2013
Office Locations
1

Office Locations

5003 Horizons Dr. Suite 200 Columbus OH

About Libertas Wealth Management Group, Inc.

Libertas Wealth Management Group is a Columbus, OH fee-only fiduciary firm serving individuals, couples, career professionals, and business owners/CEOs. It provides holistic planning (retirement, tax strategy, insurance and estate planning) plus ongoing portfolio management and risk reviews. The investment approach includes disciplined, rules-based analysis (CMT) and is ETF-centric in managed accounts, with Schwab as a primary custodian. Its “My Promise Kit” helps families organize vital documents via an encrypted vault and ICE key.

Team overview

27 AVG AGE
$81.5M AVG AUM / ADVISOR
$272.2K AVG AUM / CLIENT
9 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age

Insights

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Asset Classes

Bridge prime Fusion meridian Timber capital Unison Prime pathway Ember wave Prime Glacier foundation

Client Personas

Vital North bridge Crest

Custodian

Momentum timber North ridge Optima matrix Oak crest Delta

Investment Themes

Value Alpha Vector eagle Element momentum Delta Frontier Delta Ember insight

Investment Vehicles

Timber Zenith atlas North foundation

Platform

Delta

Services

Horizon Quantum momentum Capital Fusion horizon Timber prime Unison frontier Fusion glacier Wave Element Vertex Legacy Harbor foundation

Technology

Ember insight Matrix

Owner & Executives

ADAM DEAN KOOS

ADAM DEAN KOOS

Advisor, Chief Compliance Officer, President

CRD
#4450982
Ownership
75% or more
(243) 373-7446
momentum.beacon@frontiercapital.com
in linkedin.com/in/legacy-optima

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Contacts

K

KIMBERLY K WARRICK

Associate

CRD
#7342633
(908) 819-8377
capital.bridge@peakcapital.com
in linkedin.com/in/matrix-zenith

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
07-10-2025
03-12-2026
Category Assets AVG. Account size
Discretionary $145,073,305 $126,702
Non-Discretionary $17,984,400 $461,138
Total $163,057,705 $137,718

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Separately Managed Accounts

Total SMA Asset: $163,057,705

$163.1M Total SMA
Equity - Exchange:
25.7%
Other:
22.4%
Cash:
12.5%
Equity - OTC:
15.5%
U.S. Government/Agency:
23.9%
Asset class Assets Assets %
Equity - Exchange $609,977,818 25.7%
Other $531,653,818 22.4%
Cash $296,681,818 12.5%
Equity - OTC $367,885,454 15.5%
U.S. Government/Agency $567,255,636 23.9%
Total $2,373,454,544 100.0%

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