CRD: 332476
Liberty Square Wealth Partners LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- FusionAlpha wave
- Established Date
- 08-09-2024
- Office Locations
- 3
Office Locations
About Liberty Square Wealth Partners LLC
Liberty Square Wealth Partners is an independently owned, Bethlehem, PA–based registered investment adviser providing fiduciary wealth management and financial planning. The firm builds goal-focused portfolios primarily using mutual funds and ETFs, including allocations to infrastructure and real estate themes, and supports planning needs such as insurance. Operates on the Schwab platform with an Orion client portal.
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Owner & Executives
GERALD ANTHONY CAMERA
Managing Member, Managing Partner, PRIVATE WEALTH ADVISOR
- CRD
- #1833309
- Ownership
- Less than 5%
ALLEN STUART HAMILTON
Chief Compliance Officer, Managing Member, Managing Partner, PRIVATE WEALTH ADVISOR, Vice President Investments
- CRD
- #2249219
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Anthony Chrobak
--
- CRD
- #7912284
Connor Jacob Ciarciello
--
- CRD
- #8144994
Fusion ridge
Peak foundation
- CRD
- #45573
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $567,782,618 | $340,397 |
| Non-Discretionary | $0 | -- |
| Total | $567,782,618 | $340,397 |
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Separately Managed Accounts
Total SMA Asset: $567,782,618
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,402,964,503 | 41.2% |
| Equity - Exchange | $933,039,500 | 27.4% |
| Cash | $1,069,249,646 | 31.4% |
| Total | $3,405,253,649 | 100.0% |