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LIBERTY SQUARE WEALTH PARTNERS LLC

BETHLEHEM, PA · CRD 332476 · IAPD ↗ · libertysquarewealth.com · (610) 865-5803

$567.8MRegulatory AUM
5Advisory reps
6Employees
0Clients
11-25Planning clients
0Private funds
13States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — LIBERTY SQUARE WEALTH PARTNERS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
64
March 2026 — LIBERTY SQUARE WEALTH PARTNERS LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
68
March 2026 — LIBERTY SQUARE WEALTH PARTNERS LLC now reports custody of client assets ($123.8M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
March 2026 — LIBERTY SQUARE WEALTH PARTNERS LLC crossed $500M in regulatory AUM ($476.0M -> $567.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
71
March 2026 — LIBERTY SQUARE WEALTH PARTNERS LLC grew from 2 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
June 2025 — LIBERTY SQUARE WEALTH PARTNERS LLC notice-filed in CA, CT, LA, MD, NC, NE, NJ, NY, SC, TX, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
73
April 2025 — LIBERTY SQUARE WEALTH PARTNERS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
September 2024 — LIBERTY SQUARE WEALTH PARTNERS LLC (BETHLEHEM, PA) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 2 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.