Liberty One Wealth Advisors
● SEC registered since 2024CRD 315675SEC# 801-130016Philadelphia, PA
Reg. AUM
$178.4M
Employees
5
Accounts
832
Location
Philadelphia, PA
Liberty One Wealth Advisors assets under management
Liberty One Wealth Advisors is a registered investment adviser overseen by the SEC based in Philadelphia, PA. The firm has been registered since 2024. It reports $178.4 million in regulatory assets under management and employs 5 people.
Liberty One Wealth Advisors owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Guilian Dileonardo Control | Chief Compliance Officer | 25-50% | 2021 |
| Liberty One Holdings, Inc. | Managing Member | Over 75% | 2025 |
| Fan Feng | Founding Member | — | 2025 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Liberty One Wealth Advisors manage?
Liberty One Wealth Advisors reports $178.4 million in regulatory assets under management on its Form ADV.
How many employees does Liberty One Wealth Advisors have?
Liberty One Wealth Advisors reports 5 employees.
Where is Liberty One Wealth Advisors located?
Liberty One Wealth Advisors is based in Philadelphia, PA and has been SEC-registered since 2024.
Does Liberty One Wealth Advisors disclose fund performance?
Liberty One Wealth Advisors is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Market St., Suite 2500, Philadelphia, PA 19103 |
| Phone | 215-776-4918 |
| Office hours | 9a.m.-5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$178.4M▲ 38%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$178.4Mregulatory AUM
Discretionary $178.4M