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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade · Vanguard
- Clients
- Retail
- Platforms
- Vital
- Established Date
- 04-27-2017
- Office Locations
- 4
Office Locations
About Libra Wealth LLC
Libra Wealth is an independent, fee-only advisory firm based in the San Francisco Bay Area serving clients nationwide via video. The team provides holistic financial life planning and investment management, integrating tax planning, behavioral finance, and life planning for entrepreneurs, young professionals, executives, and retirees. Portfolios emphasize diversified, low-cost, tax-efficient implementation, often using ETFs and public funds. Founded by CPA/PFS, CFP and Registered Life Planner Mark Astrinos.
Team overview
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Client Personas
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Owner & Executives
MARK FRANCIS ASTRINOS
Chief Compliance Officer, Chief Executive Officer, Investment Advisor
- CRD
- #6035365
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JOHANNA SANCHEZ ADLESON
Associate Advisor
- CRD
- #5263358
Stephen Moorman
--
- CRD
- #7282455
Atlas summit
Wave harbor foundation
- CRD
- #60979
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $639,843,347 | $786,048 |
| Non-Discretionary | $0 | -- |
| Total | $639,843,347 | $786,048 |
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Separately Managed Accounts
Total SMA Asset: $639,843,347
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,042,080,443 | 18.0% |
| Equity - Exchange | $1,221,549,852 | 21.1% |
| Cash | $1,169,445,830 | 20.2% |
| Corporate - Investment Grade | $260,520,111 | 4.5% |
| Equity - OTC | $538,408,229 | 9.3% |
| Municipal Bonds | $301,045,461 | 5.2% |
| U.S. Government/Agency | $1,256,285,867 | 21.7% |
| Total | $5,789,335,793 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SUMMIT RADIAL | SIGNAL FOCUS | XNW9THE5O | WVA | 8.37% | $32,402,321 |
| UNISON PRIME | ATLAS PIONEER | 2SG6960CV | NHC | 9.68% | $13,214,869 |
| ALPHA GLACIER | PEAK GLACIER | GG010532S | EBC | 12.28% | $20,974,549 |
| HARBOR PATHWAY MOMENTUM | EMBER MOMENTUM | I0G80NYBM | CNJYW | 9.35% | $29,563,753 |
| CATALYST VITAL PATHWAY | VECTOR EMBER | 4QHTQ97TU | GEDTZ | 9.43% | $115,810,428 |
| PIONEER SIGNAL | CREST OPTIMA | EN659G2IM | MKC | 7.43% | $60,068,780 |
| MERIDIAN OAK | FRONTIER QUANTUM | CT593I3JC | HFHVN | 7.92% | $11,720,353 |
| FOUNDATION PATHWAY | MOMENTUM VITAL | K4BSEN7BI | YSYEX | 5.35% | $115,394,464 |