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LIBRETTO

LOS ANGELES, CA · CRD 292052 · IAPD ↗ · (424) 290-1308

$0Regulatory AUM
3Advisory reps
6Employees
60Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2025 — LIBRETTO reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
September 2024 — LIBRETTO notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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