Liberty One Wealth Advisors

Founded in 2021 and headquartered in Philadelphia, Liberty One Wealth Advisors operates as a registered investment advisor. The firm emerged during a surge of...

Liberty One Wealth Advisors

Founded in 2021 and headquartered in Philadelphia, Liberty One Wealth Advisors operates as a registered investment advisor. The firm emerged during a surge of advisor entrepreneurship following the pandemic disruption, positioning itself to capture high-net-worth clients seeking independent, fiduciary-driven management. Its founding team structured the firm around discretionary portfolio management coupled with integrated financial planning, a model that appeals to individuals who want a single advisor relationship rather than fragmented service providers. Liberty One's investment approach centers on bespoke asset allocation across public equities, fixed income, and alternative strategies. The firm manages discretionary accounts that blend active and passive exposures, adjusting risk profiles for each client rather than deploying a one-size model-portfolio framework. Its geographic concentration serves the Mid-Atlantic private wealth corridor, with clients drawn from the Philadelphia metropolitan area's professional, entrepreneurial, and inherited-wealth communities. The firm has not publicly disclosed specific portfolio holdings or external fund commitments. As of mid-2026, Liberty One has not published team size, assets under management, or total client count. The absence of public filings since the 2021 Form ADV registration leaves allocators unable to measure scale, though the firm's structure as a fee-only RIA suggests a lean, principal-led shop. It maintains no known adjacent vehicles such as a philanthropic foundation or real-asset arm, and there is no indication of co-investment clubs or external network affiliations. May 2024: Liberty One updated its IAPD regulatory filing to reflect an active registration in Pennsylvania and New Jersey, expanding its solicitation footprint beyond its initial Philadelphia base. Philadelphia's wealth management landscape includes established names like Glenmede and Hamilton Lane, legacy trustees with multigenerational relationships. Liberty One's distinction lies in its relative recency — a 2021 launch means its discretionary book was built entirely after the meme-stock and zero-rate eras, giving current clients a portfolio history that has never known a decade of disinflationary tailwinds. This clean-slate construction is unusual among RIAs, most of which carry legacy positions from pre-2020 allocation decisions.

Website

libertyonewealth.com

linkedin.com/company/liberty-one-wealth-advisors

General information

Firm type

Bank / Wealth / Trust

Year founded

2021

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Philadelphia

Corporate office

Philadelphia, PA, United States

Is Liberty One structured as an independent RIA or part of a larger institution?

Liberty One Wealth Advisors is an independent registered investment advisor, not a division of a bank, broker-dealer, or insurance company. This structure places it under the fiduciary standard of the Investment Advisers Act of 1940, requiring it to act in clients' best interests for all discretionary managed accounts. The firm has no publicly disclosed parent company or holding entity beyond its Philadelphia-based operating structure.

Does Liberty One serve institutional clients or solely private wealth?

Based on the firm's Form ADV public disclosures, Liberty One's declared client base is high-net-worth individuals. There is no indication in its regulatory filings that it seeks or manages institutional mandates such as pension funds, endowments, or corporate accounts. The firm's fee schedule and service descriptions are calibrated entirely to individual private wealth relationships.

What jurisdictions is Liberty One registered to operate in?

As of May 2024, Liberty One's IAPD filing indicates active investment-adviser registration in Pennsylvania and New Jersey. There are no publicly reported registrations in additional states, though an RIA may serve a limited number of clients in other jurisdictions under de minimis exemptions without triggering full registration requirements. The firm is not registered with the SEC, operating instead under state-level regulation.

How does Liberty One construct client portfolios given its 2021 founding date?

Liberty One joined the market after the 2020 COVID dislocation and the onset of the Federal Reserve's tightening cycle. Its discretionary portfolios have been built entirely in an environment defined by rising rates, persistent inflation, and geopolitical volatility — conditions that differ materially from the disinflationary decades that precede them. The firm has not published its specific asset-allocation models or third-party manager relationships.

Does Liberty One maintain alternative investment platforms or private fund access?

There is no publicly available evidence that Liberty One offers proprietary alternative investment vehicles, feeder funds, or institutional-quality private-market access. As a boutique RIA focused on high-net-worth individuals, its alternatives exposure — if any — would likely be delivered through interval funds, registered products, or third-party platforms rather than direct co-investment or GP-stake relationships.

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