Active
LIBERTY ONE WEALTH ADVISORS
Investment Advice|PHILADELPHIA, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$129.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 129.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 315675 |
| SEC Number | 801-130016 |
| Street Address | 2001 MARKET ST. |
| Street Address 2 | SUITE 2500 |
| Location | PHILADELPHIA, PA 19103 |
| Country | United States |
| Phone | 215-776-4918 |
| Total Employees | 4 |
| Business Types | insurance_broker |
Client Count by Type (205 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 180 |
| High Net Worth Individual… | 25 |
Community Partners
CENTER CITY DISTRICT
CITY OF PHILADELPHIA P
CPOC
FIRST JUDICIAL DISTRICT OF PENNSYLVANIA
LONDONZO INC
MANAGING DIRECTOR'S OFFICE
OFFICE OF INNOVATION AND TECHNOLOGY
OFFICE OF PUBLIC SAFETY
OFFICE OF SUSTAINABILITY
OFFICE OF THE COURT ADMINISTRATOR
OFFICE OF THE DIRECTOR OF FINANCE
PHILADELPHIA CITY OF
PHILADELPHIA, CITY OF
PHILADELPHIA CITY OFFICE
PHILADELPHIA DISTRICT ATTORNEYS OFFICE
PHILADELPHIA FLIGHT ACADEMY
PHILADELPHIA GAS WORKS
PHILADELPHIA MEDIA HOLDINGS
PHILADELPHIA PRISON SYST
PHILADELPHIA REGISTER OF WILLS
CENTER CITY DISTRICT
CITY OF PHILADELPHIA P
CPOC
FIRST JUDICIAL DISTRICT OF PENNSYLVANIA
LONDONZO INC
MANAGING DIRECTOR'S OFFICE
OFFICE OF INNOVATION AND TECHNOLOGY
OFFICE OF PUBLIC SAFETY
OFFICE OF SUSTAINABILITY
OFFICE OF THE COURT ADMINISTRATOR
OFFICE OF THE DIRECTOR OF FINANCE
PHILADELPHIA CITY OF
PHILADELPHIA, CITY OF
PHILADELPHIA CITY OFFICE
PHILADELPHIA DISTRICT ATTORNEYS OFFICE
PHILADELPHIA FLIGHT ACADEMY
PHILADELPHIA GAS WORKS
PHILADELPHIA MEDIA HOLDINGS
PHILADELPHIA PRISON SYST
PHILADELPHIA REGISTER OF WILLS
CENTER CITY DISTRICT
CITY OF PHILADELPHIA P
CPOC
FIRST JUDICIAL DISTRICT OF PENNSYLVANIA
LONDONZO INC
MANAGING DIRECTOR'S OFFICE
OFFICE OF INNOVATION AND TECHNOLOGY
OFFICE OF PUBLIC SAFETY
OFFICE OF SUSTAINABILITY
OFFICE OF THE COURT ADMINISTRATOR
OFFICE OF THE DIRECTOR OF FINANCE
PHILADELPHIA CITY OF
PHILADELPHIA, CITY OF
PHILADELPHIA CITY OFFICE
PHILADELPHIA DISTRICT ATTORNEYS OFFICE
PHILADELPHIA FLIGHT ACADEMY
PHILADELPHIA GAS WORKS
PHILADELPHIA MEDIA HOLDINGS
PHILADELPHIA PRISON SYST
PHILADELPHIA REGISTER OF WILLS
Municipal Government
21 Active
21
Organizations
COMMISSIONERS OF FAIRMOUNT PARK ROBERT W RYERSS BEQUEST
COMMISSION ON HUMAN RELATIONS
DELAWARE VALLEY REGIONAL PLANNING COMMISSION
PHILADELPHIA DEPART PUBLIC HEALTH
PHILADELPHIA ENERGY AUTHORITY
PHILADELPHIA HOSPITALS AND HIGHER EDUCATION FACILITIES AUTHORITY
PHILADELPHIA HOUSING AUTHORITY
PHILADELPHIA INDUSTRIAL DEVELOPMENT AUTHORITY
PHILADELPHIA PARKING AUTHORITY
PHILADELPHIA WATER DEPARTMENT
PHILA DEPARTMENT PUBLIC HEALTH
PHILAPORT
SEPTA
COMMISSIONERS OF FAIRMOUNT PARK ROBERT W RYERSS BEQUEST
COMMISSION ON HUMAN RELATIONS
DELAWARE VALLEY REGIONAL PLANNING COMMISSION
PHILADELPHIA DEPART PUBLIC HEALTH
PHILADELPHIA ENERGY AUTHORITY
PHILADELPHIA HOSPITALS AND HIGHER EDUCATION FACILITIES AUTHORITY
PHILADELPHIA HOUSING AUTHORITY
PHILADELPHIA INDUSTRIAL DEVELOPMENT AUTHORITY
PHILADELPHIA PARKING AUTHORITY
PHILADELPHIA WATER DEPARTMENT
PHILA DEPARTMENT PUBLIC HEALTH
PHILAPORT
SEPTA
COMMISSIONERS OF FAIRMOUNT PARK ROBERT W RYERSS BEQUEST
COMMISSION ON HUMAN RELATIONS
DELAWARE VALLEY REGIONAL PLANNING COMMISSION
PHILADELPHIA DEPART PUBLIC HEALTH
PHILADELPHIA ENERGY AUTHORITY
PHILADELPHIA HOSPITALS AND HIGHER EDUCATION FACILITIES AUTHORITY
PHILADELPHIA HOUSING AUTHORITY
PHILADELPHIA INDUSTRIAL DEVELOPMENT AUTHORITY
PHILADELPHIA PARKING AUTHORITY
PHILADELPHIA WATER DEPARTMENT
PHILA DEPARTMENT PUBLIC HEALTH
PHILAPORT
SEPTA
Special District
13 Active
13
Organizations
ALLIANCE FOR PROGRESS CHARTER
COMMUNITY ACADEMY OF PHILADELPHIA
FRANKLIN TOWNE CHARTER ES
FREDERICK DOUGLASS MASTERY CHARTER SCHOOL
FREIRE CHARTER SCHOOL
GLOBAL LEADERSHIP ACADEMY
INDEPENDENCE CHARTER SCHOOL
KIPP DUBOIS
KIPP PHILADELPHIA CHARTER SCHOOL
NEW FOUNDATIONS CHARTER SCHOOL
PEOPLE FOR PEOPLE CHARTER SCHOOL INC
PHILADELPHIA CMNTY COLLEGE
PHILADELPHIA ELECTRICAL & TECHNOLOGY CHARTER HIGH SCHOOL
PHILADELPHIA PERFORMING ARTS A STRING THEORY CHARTER SCHOOL
PHILADELPHIA SCHOOL DISTRICT OF
RUSSELL BYERS CHARTER SCHOOLS
SANKOFA FREEDOM ACADEMY CHARTER SCHOOL
ALLIANCE FOR PROGRESS CHARTER
COMMUNITY ACADEMY OF PHILADELPHIA
FRANKLIN TOWNE CHARTER ES
FREDERICK DOUGLASS MASTERY CHARTER SCHOOL
FREIRE CHARTER SCHOOL
GLOBAL LEADERSHIP ACADEMY
INDEPENDENCE CHARTER SCHOOL
KIPP DUBOIS
KIPP PHILADELPHIA CHARTER SCHOOL
NEW FOUNDATIONS CHARTER SCHOOL
PEOPLE FOR PEOPLE CHARTER SCHOOL INC
PHILADELPHIA CMNTY COLLEGE
PHILADELPHIA ELECTRICAL & TECHNOLOGY CHARTER HIGH SCHOOL
PHILADELPHIA PERFORMING ARTS A STRING THEORY CHARTER SCHOOL
PHILADELPHIA SCHOOL DISTRICT OF
RUSSELL BYERS CHARTER SCHOOLS
SANKOFA FREEDOM ACADEMY CHARTER SCHOOL
ALLIANCE FOR PROGRESS CHARTER
COMMUNITY ACADEMY OF PHILADELPHIA
FRANKLIN TOWNE CHARTER ES
FREDERICK DOUGLASS MASTERY CHARTER SCHOOL
FREIRE CHARTER SCHOOL
GLOBAL LEADERSHIP ACADEMY
INDEPENDENCE CHARTER SCHOOL
KIPP DUBOIS
KIPP PHILADELPHIA CHARTER SCHOOL
NEW FOUNDATIONS CHARTER SCHOOL
PEOPLE FOR PEOPLE CHARTER SCHOOL INC
PHILADELPHIA CMNTY COLLEGE
PHILADELPHIA ELECTRICAL & TECHNOLOGY CHARTER HIGH SCHOOL
PHILADELPHIA PERFORMING ARTS A STRING THEORY CHARTER SCHOOL
PHILADELPHIA SCHOOL DISTRICT OF
RUSSELL BYERS CHARTER SCHOOLS
SANKOFA FREEDOM ACADEMY CHARTER SCHOOL
School District
17 Active
17
Organizations
1000 CRANES FOR KIDS
100 Black Men of the Philadelphia Region Inc
100 FOLD BLESSINGS
10-10-10 FOUNDATION INC
10 NET TREATMENT SERVICES
11630 CAROLINE ROAD ACQUISITION INC
1199C NATIONAL UNION OF HOSPITAL AND HEALTH CARE
11TH HOUR THEATRE COMPANY
11TH PA REGIMENT
11TH STREET FAMILY HEALTH SERVICES INC
1260 FUNDING CORPORATION
1260 HOUSING DEVELOPMENT CORP
12 PLUS
1507 ELLARSLIE
1616 LATIMER FUND
1622 MGD FOUNDATION
1700 BROAD STREET INC
1715 Properties Inc
1791 DELEGATES
17 WITH LIFE NASIR & SHAFIQ BOXING ACADEMY
1000 CRANES FOR KIDS
100 Black Men of the Philadelphia Region Inc
100 FOLD BLESSINGS
10-10-10 FOUNDATION INC
10 NET TREATMENT SERVICES
11630 CAROLINE ROAD ACQUISITION INC
1199C NATIONAL UNION OF HOSPITAL AND HEALTH CARE
11TH HOUR THEATRE COMPANY
11TH PA REGIMENT
11TH STREET FAMILY HEALTH SERVICES INC
1260 FUNDING CORPORATION
1260 HOUSING DEVELOPMENT CORP
12 PLUS
1507 ELLARSLIE
1616 LATIMER FUND
1622 MGD FOUNDATION
1700 BROAD STREET INC
1715 Properties Inc
1791 DELEGATES
17 WITH LIFE NASIR & SHAFIQ BOXING ACADEMY
1000 CRANES FOR KIDS
100 Black Men of the Philadelphia Region Inc
100 FOLD BLESSINGS
10-10-10 FOUNDATION INC
10 NET TREATMENT SERVICES
11630 CAROLINE ROAD ACQUISITION INC
1199C NATIONAL UNION OF HOSPITAL AND HEALTH CARE
11TH HOUR THEATRE COMPANY
11TH PA REGIMENT
11TH STREET FAMILY HEALTH SERVICES INC
1260 FUNDING CORPORATION
1260 HOUSING DEVELOPMENT CORP
12 PLUS
1507 ELLARSLIE
1616 LATIMER FUND
1622 MGD FOUNDATION
1700 BROAD STREET INC
1715 Properties Inc
1791 DELEGATES
17 WITH LIFE NASIR & SHAFIQ BOXING ACADEMY
Nonprofit Organization
10084 Active
10084
Organizations
Community Partners101 organizations
CENTER CITY DISTRICT
Municipal Government·PHILADELPHIA
CITY OF PHILADELPHIA P
Municipal Government·PHILADELPHIA
CPOC
Municipal Government·PHILADELPHIA
FIRST JUDICIAL DISTRICT OF PENNSYLVANIA
Municipal Government·PHILADELPHIA
LONDONZO INC
Municipal Government·PHILA
MANAGING DIRECTOR'S OFFICE
Municipal Government·PHILADELPHIA
OFFICE OF INNOVATION AND TECHNOLOGY
Municipal Government·PHILADELPHIA
OFFICE OF PUBLIC SAFETY
Municipal Government·PHILADELPHIA
OFFICE OF SUSTAINABILITY
Municipal Government·PHILADELPHIA
OFFICE OF THE COURT ADMINISTRATOR
Municipal Government·PHILADELPHIA
OFFICE OF THE DIRECTOR OF FINANCE
Municipal Government·PHILADELPHIA
PHILADELPHIA CITY OF
Municipal Government·PHILADELPHIA
PHILADELPHIA, CITY OF
Municipal Government·PHILADELPHIA
PHILADELPHIA CITY OFFICE
Municipal Government·PHILADELPHIA
PHILADELPHIA DISTRICT ATTORNEYS OFFICE
Municipal Government·PHILADELPHIA
PHILADELPHIA FLIGHT ACADEMY
Municipal Government·PHILADELPHIA
PHILADELPHIA GAS WORKS
Municipal Government·PHILADELPHIA
PHILADELPHIA MEDIA HOLDINGS
Municipal Government·PHILADELPHIA
PHILADELPHIA PRISON SYST
Municipal Government·PHILADELPHIA
PHILADELPHIA REGISTER OF WILLS
Municipal Government·PHILADELPHIA
THE TACONY COMMUNITY DEVELOPMENT CORPORATION
Municipal Government·PHILADELPHIA
COMMISSIONERS OF FAIRMOUNT PARK ROBERT W RYERSS BEQUEST
Special District·PHILADELPHIA
COMMISSION ON HUMAN RELATIONS
Special District·PHILADELPHIA
DELAWARE VALLEY REGIONAL PLANNING COMMISSION
Special District·PHILADELPHIA
PHILADELPHIA DEPART PUBLIC HEALTH
Special District·PHILADELPHIA
PHILADELPHIA ENERGY AUTHORITY
Special District·PHILADELPHIA
PHILADELPHIA HOUSING AUTHORITY
Special District·PHILADELPHIA
PHILADELPHIA WATER DEPARTMENT
Special District·PHILADELPHIA
PHILA DEPARTMENT PUBLIC HEALTH
Special District·PHILADELPHIA
PHILAPORT
Special District·PHILADELPHIA
ALLIANCE FOR PROGRESS CHARTER
School District·PHILADELPHIA
COMMUNITY ACADEMY OF PHILADELPHIA
School District·PHILADELPHIA
FRANKLIN TOWNE CHARTER ES
School District·PHILADELPHIA
FREDERICK DOUGLASS MASTERY CHARTER SCHOOL
School District·PHILADELPHIA
FREIRE CHARTER SCHOOL
School District·PHILADELPHIA
GLOBAL LEADERSHIP ACADEMY
School District·PHILADELPHIA
INDEPENDENCE CHARTER SCHOOL
School District·PHILADELPHIA
KIPP DUBOIS
School District·PHILADELPHIA
KIPP PHILADELPHIA CHARTER SCHOOL
School District·PHILADELPHIA
NEW FOUNDATIONS CHARTER SCHOOL
School District·PHILADELPHIA
PEOPLE FOR PEOPLE CHARTER SCHOOL INC
School District·PHILADELPHIA
PHILADELPHIA ELECTRICAL & TECHNOLOGY CHARTER HIGH SCHOOL
School District·PHILADELPHIA
PHILADELPHIA PERFORMING ARTS A STRING THEORY CHARTER SCHOOL
School District·PHILADELPHIA
RUSSELL BYERS CHARTER SCHOOLS
School District·PHILADELPHIA
SANKOFA FREEDOM ACADEMY CHARTER SCHOOL
School District·PHILADELPHIA
1000 CRANES FOR KIDS
Nonprofit Organization·Philadelphia
100 Black Men of the Philadelphia Region Inc
Nonprofit Organization·Philadelphia
100 FOLD BLESSINGS
Nonprofit Organization·Philadelphia
10-10-10 FOUNDATION INC
Nonprofit Organization·Philadelphia
10 NET TREATMENT SERVICES
Nonprofit Organization·PHILADELPHIA
11630 CAROLINE ROAD ACQUISITION INC
Nonprofit Organization·PHILADELPHIA
1199C NATIONAL UNION OF HOSPITAL AND HEALTH CARE
Nonprofit Organization·PHILADELPHIA
11TH HOUR THEATRE COMPANY
Nonprofit Organization·PHILADELPHIA
11TH PA REGIMENT
Nonprofit Organization·Philadelphia
11TH STREET FAMILY HEALTH SERVICES INC
Nonprofit Organization·PHILADELPHIA
1260 FUNDING CORPORATION
Nonprofit Organization·PHILADELPHIA
1260 HOUSING DEVELOPMENT CORP
Nonprofit Organization·PHILADELPHIA
12 PLUS
Nonprofit Organization·Philadelphia
1507 ELLARSLIE
Nonprofit Organization·Philadelphia
1616 LATIMER FUND
Nonprofit Organization·PHILADELPHIA
1622 MGD FOUNDATION
Nonprofit Organization·PHILADELPHIA
1700 BROAD STREET INC
Nonprofit Organization·PHILADELPHIA
1715 Properties Inc
Nonprofit Organization·Philadelphia
1791 DELEGATES
Nonprofit Organization·PHILADELPHIA
17 WITH LIFE NASIR & SHAFIQ BOXING ACADEMY
Nonprofit Organization·Philadelphia
1807 & FRIENDS INC
Nonprofit Organization·Philadelphia
1812 PRODUCTIONS INC
Nonprofit Organization·PHILADELPHIA
1816 CHESTNUT STREET CORP
Nonprofit Organization·PHILADELPHIA
1850 NORTH CROSKEY DEVELOPMENT
Nonprofit Organization·PHILADELPHIA
199 Hunting Park Corporation
Nonprofit Organization·Philadelphia
19TH STREET BAPTIST COMMUNITY DEVELOPMENT CORPORATION
Nonprofit Organization·PHILADELPHIA
1CLICK-PHILADELPHIA INC
Nonprofit Organization·Philadelphia
1 LIFE - LIVE IT FULLY EVERYDAY
Nonprofit Organization·Philadelphia
1 LOCAL URBAN VILLAGE
Nonprofit Organization·Philadelphia
2013 SPACKENKILL REUNION
Nonprofit Organization·philadelphia
2100 INSTITUTE
Nonprofit Organization·Philadelphia
215IMPACT
Nonprofit Organization·Philadelphia
215 Peoples Alliance
Nonprofit Organization·PHILADELPHIA
216 SOMERSET COMPANY
Nonprofit Organization·PHILADELPHIA
21ST STREET COMMUNITY DEVELOPMENT CORP
Nonprofit Organization·Philadelphia
21ST WARD - 5TH DISTRICT TOWN WATCH
Nonprofit Organization·Philadelphia
21st Ward Junior Baseball League
Nonprofit Organization·Philadelphia
21st Ward Meals on Wheels Inc
Nonprofit Organization·Philadelphia
226 FOUNDATION
Nonprofit Organization·Philadelphia
246-48 S 8TH ST INC
Nonprofit Organization·Philadelphia
2700 DIAMOND DEVELOPMENT CORPORATION
Nonprofit Organization·PHILADELPHIA
2800 AMERICAN STREET COMPANY
Nonprofit Organization·PHILADELPHIA
298 INC
Nonprofit Organization·Philadelphia
29TH STREET COMMUNITY SERVICES CENTER PA
Nonprofit Organization·PHILADELPHIA
2CENTS INC
Nonprofit Organization·Philadelphia
2 INFAMOUS 4 DA STREETS
Nonprofit Organization·Phila
2 MOMS BONDED BY GRIEF INC
Nonprofit Organization·Philadelphia
2nd Street Festival Corporation
Nonprofit Organization·Philadelphia
314ACTION
Nonprofit Organization·PHILADELPHIA
322 Hunting Park Corporation
Nonprofit Organization·Philadelphia