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 |
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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 |
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Compensation | Hourly chargesFixed fees |
Principal Office
16185 LOS GATOS BLVDSUITE 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
M***@**************M
(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
RAUM, Historic
No. Clients, Historic
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 | – |