LIBRA WEALTH LLC

Adviser information for LIBRA WEALTH LLC last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization Limited Liability Company
Fiscal Year End DECEMBER
Legal Location California, United States

Employees

Total Number of Employees 4
Investment Advisory/Research 3
Registered Broker-Dealer Representatives 0
Registered State Investment Advisers 3
Licensed Agents of an Insurance Company 0
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 545 $406.9M
Non-Discretionary 0 $0
Total 545 $406.9M

Clients

Type Number RAUM
Individuals 13 $7.9M
HNW Individuals 99 $398.9M
Banking or thrift institutions 0 $0
Investment companies 0 $0
Business development companies 0 $0
Pooled investment vehicles 0 $0
Pension and profit sharing plans 0 $0
Charitable organizations 0 $0
State or municipal gov entities 0 $0
Other investment advisers 0 $0
Insurance companies 0 $0
Sovereign wealth funds and foreign official institutions 0 $0
Corporations or other businesses 0 $0
Other 0 $0
Type Number
No. of Non-RAUM Clients 0
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 1-10

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businesses
Compensation Hourly chargesFixed fees

Identifiers

SEC RIA File Number 801-120883
SEC ERA File Number 801-120883
SEC CIK Numbers 1925385
SEC CRD Numbers 288098
Legal Entity Identifier None

Principal Office

16185 LOS GATOS BLVD
SUITE 205
LOS GATOS
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: (408) 721-1633, Fax: None

Chief Compliance Officer

MARK F. ASTRINOS
PRINCIPAL
820 LA CROSSE DRIVE
MORGAN HILL
CA
United States
Tel: (408) 721-1633
(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
ASTRINOS, MARK, FRANCIS Individual PRINCIPAL AND CHIEF COMPLIANCE OFFICER 03/2017 > 75%

No. Employees, Historic

1050202120222023202420253 on 3/23/20214 on 6/7/20214 on 9/10/20214 on 11/2/20214 on 3/11/20224 on 6/28/20223 on 3/20/20233 on 5/8/20233 on 5/17/20233 on 11/21/20233 on 1/10/20243 on 1/12/20244 on 3/11/2024

RAUM, Historic

500M250M020212022202320242025237938726 on 3/23/2021237938726 on 6/7/2021237938726 on 9/10/2021237938726 on 11/2/2021373285321 on 3/11/2022373285321 on 6/28/2022339409125 on 3/20/2023339409125 on 5/8/2023339409125 on 5/17/2023339409125 on 11/21/2023339409125 on 1/10/2024339409125 on 1/12/2024406878990 on 3/11/2024

No. Clients, Historic

200100020212022202320242025120 on 3/23/2021120 on 6/7/2021120 on 9/10/2021120 on 11/2/2021129 on 3/11/2022129 on 6/28/2022114 on 3/20/2023114 on 5/8/2023114 on 5/17/2023114 on 11/21/2023114 on 1/10/2024114 on 1/12/2024112 on 3/11/2024

Holdings

From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBVIE INC COM 431K 3K
ALPHABET INC CAP STK CL C 561K 3K
ALPHABET INC CAP STK CL A 565K 3K
AMAZON COM INC COM 1M 7K
AMERICAN CENTY ETF TR AVANTIS ALL EQT 293K 4K
AMERICAN CENTY ETF TR AVANTIS EMGMKT 7M 120K
AMERICAN CENTY ETF TR INTL SMCP VLU 4M 65K
AMERICAN CENTY ETF TR US SML CP VALU 7M 73K
AMERICAN EXPRESS CO COM 301K 1K
APPLE INC COM 6M 28K
APPLIED MATLS INC COM 378K 2K
BERKSHIRE HATHAWAY INC DEL CL B NEW 213K 524
BLOCK INC CL A 229K 4K
COSTCO WHSL CORP NEW COM 331K 390
DEERE & CO COM 207K 555
DIMENSIONAL ETF TRUST US TARGETED VLU 14M 279K
FIDELITY WISE ORIGIN BITCOIN SHS 429K 8K
HOME DEPOT INC COM 584K 2K
INTERNATIONAL BUSINESS MACHS COM 517K 3K
INVESCO QQQ TR UNIT SER 1 521K 1K
ISHARES TR CORE S&P TTL STK 4M 36K
ISHARES TR RUSSELL 2000 ETF 766K 4K
ISHARES TR SHRT NAT MUN ETF 596K 6K
ISHARES TR ESG AW MSCI EAFE 289K 4K
JPMORGAN CHASE & CO. COM 205K 1K
LENDINGCLUB CORP COM NEW 619K 73K
MICROSOFT CORP COM 5M 10K
NETFLIX INC COM 4M 5K
NVIDIA CORPORATION COM 7M 57K
SCHWAB STRATEGIC TR US BRD MKT ETF 13M 204K
SCHWAB STRATEGIC TR INTL EQTY ETF 12M 324K
SCHWAB STRATEGIC TR INT-TRM U.S TRES 6M 124K
SELECT SECTOR SPDR TR TECHNOLOGY 226K 1K
SPDR S&P 500 ETF TR TR UNIT 3M 6K
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 276K 515
SPDR SER TR PORTFLI INTRMDIT 3M 111K
TESLA INC COM 977K 5K
VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 352K 7K
VANGUARD INDEX FDS S&P 500 ETF SHS 1M 3K
VANGUARD INDEX FDS REAL ESTATE ETF 516K 6K
VANGUARD INDEX FDS SM CP VAL ETF 618K 3K
VANGUARD INDEX FDS MID CAP ETF 636K 3K
VANGUARD INDEX FDS GROWTH ETF 911K 2K
VANGUARD INDEX FDS VALUE ETF 393K 2K
VANGUARD INDEX FDS SMALL CP ETF 826K 4K
VANGUARD INDEX FDS TOTAL STK MKT 49M 184K
VANGUARD SCOTTSDALE FDS INTER TERM TREAS 44M 756K
VANGUARD SPECIALIZED FUNDS DIV APP ETF 511K 3K
VANGUARD STAR FDS VG TL INTL STK F 309K 5K
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 17M 351K
VANGUARD WHITEHALL FDS HIGH DIV YLD 533K 4K
VANGUARD WORLD FD ESG INTL STK ETF 1M 20K
VANGUARD WORLD FD ESG US STK ETF 6M 61K