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Liberty Square Wealth Partners
Liberty Square Wealth Partners LLC is an SEC-registered investment adviser in Bethlehem, PA, registered since 2024. The firm manages approximately $568...
Overview
Liberty Square Wealth Partners LLC is an SEC-registered investment adviser in Bethlehem, PA, registered since 2024. The firm manages approximately $568 million in assets. It has 6 employees and 5 investment advisers.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Bethlehem
Corporate office
United States
Sector focus
Frequently asked questions
Which sectors does Liberty Square Wealth Partners explicitly avoid?
No public disclosure exists regarding sector avoidance. The firm does not publish a list of prohibited industries or asset classes.
How is Liberty Square Wealth Partners related to other financial entities?
No public filings or reports show affiliations with other financial firms, parent companies, or known family offices. Its regulatory filings list the firm independently without a parent or control relationship (per SEC IAPD database).
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