Liberty Square Wealth Partners LLC
● SEC registered since 2024CRD 332476SEC# 801-130895Bethlehem, PA
Reg. AUM
$567.8M
Employees
6
Accounts
1,668
Location
Bethlehem, PA
Liberty Square Wealth Partners LLC assets under management
Liberty Square Wealth Partners LLC is an SEC-registered investment adviser based in Bethlehem, PA. The firm has been registered since 2024. It reports $567.8 million in regulatory assets under management and employs 6 people.
Liberty Square Wealth Partners LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alg3 LLC Control | Managing Member | 50-75% | 2024 |
| Allen Stuart Hamilton Control | Managing Member / Managing Partner And Private Wealth Advisor / Chief Compliance Officer | Under 5% | 2024 |
| Gerald Anthony Camera Control | Managing Member / Managing Partner And Private Wealth Advisor | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Liberty Square Wealth Partners LLC manage?
Liberty Square Wealth Partners LLC reports $567.8 million in regulatory assets under management on its Form ADV.
How many employees does Liberty Square Wealth Partners LLC have?
Liberty Square Wealth Partners LLC reports 6 employees.
Where is Liberty Square Wealth Partners LLC located?
Liberty Square Wealth Partners LLC is based in Bethlehem, PA and has been SEC-registered since 2024.
Does Liberty Square Wealth Partners LLC disclose fund performance?
Liberty Square Wealth Partners LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017 |
| Phone | (610) 865-5803 |
| Fax | (610) 865-5983 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$567.8M▲ 19%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$567.8Mregulatory AUM
Discretionary $567.8M