CRD: 315675
Liberty ONE Wealth Advisors
$178.4M Total AUM
$178.4M Disc. AUM
-- 3Y CAGR
5 Employees
236 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-12-2021
- Office Locations
- 1
Office Locations
2001 Market St. Suite 2500 Philadelphia PA
About Liberty ONE Wealth Advisors
Liberty One Wealth Advisors is a Philadelphia-based fiduciary RIA serving families and organizations with bespoke financial planning and investment management. The team emphasizes diversified asset allocation, rules-based rebalancing, tax-aware asset location, and behavioral coaching to help clients stay disciplined through market cycles. Custodies client assets with Charles Schwab.
Team overview
30 AVG AGE
$35.7M AVG AUM / ADVISOR
$755.8K AVG AUM / CLIENT
3.9 yrs AVG TENURE
5 Employees
5 Advisory Reps
5 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
Guilian Dileonardo
Chief Compliance Officer
- CRD
- #6340775
- Ownership
- 25% but less than 50%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Fan Feng
Partner, Wealth Advisor
- CRD
- #6890180
Available
Available
Available
Christopher Raymond Klein
--
- CRD
- #7052625
Available
Available
Available
Showing 2 of 5 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,357,037 | $214,371 |
| Non-Discretionary | $0 | -- |
| Total | $178,357,037 | $214,371 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing