CRD: 315675
Liberty ONE Wealth Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-12-2021
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Between November 10, 2025 and July 30, 2026, reported AUM increased 37.8%, from $129.5M to $178.4M.
Across 3 reported observations, AUM increased 70.3% between May 1, 2024 and July 30, 2026, from $104.7M to $178.4M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 5 advisory representatives and 236 clients, or 47.2 clients per representative. That equates to $755.8K in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
Guilian Dileonardo
Chief Compliance Officer
- CRD
- #6340775
- Ownership
- 25% but less than 50%
Showing 1 of 1 owners & executives
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Fan Feng
Partner, Wealth Advisor
- CRD
- #6890180
Christopher Raymond Klein
--
- CRD
- #7052625
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $178,357,037 | $214,371 |
| Non-Discretionary | $0 | -- |
| Total | $178,357,037 | $214,371 |
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Separately Managed Accounts
SMA allocation detail is available
Liberty ONE Wealth Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.