Libertas Wealth Management Group, Inc.
● SEC registered since 2025CRD 157769SEC# 801-133776Columbus, OH
Reg. AUM
$163.1M
Employees
6
Accounts
1,184
Location
Columbus, OH
Libertas Wealth Management Group, Inc. assets under management
Libertas Wealth Management Group, Inc. is an investment advisory firm registered with the SEC based in Columbus, OH. The firm has been registered since 2025. It reports $163.1 million in regulatory assets under management and employs 6 people.
Libertas Wealth Management Group, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Adam Dean Koos Control | President/Chief Compliance Officer | Over 75% | 2013 |
Frequently asked questions
How much does Libertas Wealth Management Group, Inc. manage?
Libertas Wealth Management Group, Inc. reports $163.1 million in regulatory assets under management on its Form ADV.
How many employees does Libertas Wealth Management Group, Inc. have?
Libertas Wealth Management Group, Inc. reports 6 employees.
Where is Libertas Wealth Management Group, Inc. located?
Libertas Wealth Management Group, Inc. is based in Columbus, OH and has been SEC-registered since 2025.
Does Libertas Wealth Management Group, Inc. disclose fund performance?
Libertas Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5003 Horizons Dr., Suite 200, Columbus, OH 43220 |
| Phone | 614-543-1350 |
| Fax | 614-734-7266 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$163.1M▲ 32%
May '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$163.1Mregulatory AUM
Discretionary $145.1MNon-discretionary $18M