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LIBERTAS WEALTH MANAGEMENT GROUP, INC.

COLUMBUS, OH · CRD 157769 · IAPD ↗ · 614-543-1350

$163.1MRegulatory AUM
2Advisory reps
6Employees
280Clients
101-250Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2026 — LIBERTAS WEALTH MANAGEMENT GROUP, INC. reported RAUM up 32% ($123.9M -> $163.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
July 2025 — LIBERTAS WEALTH MANAGEMENT GROUP, INC. (COLUMBUS, OH) is newly SEC-registered with $123.9M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.