AUMdb

Libra Wealth Llc

SEC-registered Wealth Manager · Small ($100M–$1B) CRD 288098 · SEC file 801-120883 · Los Gatos, CA · LIBRAWEALTH.COM
☆ Save with Pro ADV data as of Mar 10, 2026
Regulatory AUM
$640M
Discretionary
$640M
Clients
143
Avg AUM / client
$4.5M
Accounts
814
Employees
5

AUM over time

$238M $640M
Mar 23, 2021 Mar 10, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 10, 2026

Investments (13F portfolio — 66 positions, $354,849,465)

13F period Mar 31, 2026
#IssuerClassValueShares% of 13F% of AUM
1 Vanguard Index Fds TOTAL STK MKT $70,340,194 219,258 19.8% 11.0%
2 Vanguard Scottsdale Fds INTER TERM TREAS $64,678,625 1,086,123 18.2% 10.1%
3 Vanguard Tax Managed Fds VAN FTSE DEV MKT $28,250,338 440,860 7.96% 4.42%
4 American Centy Etf Tr US SML CP VALU $19,222,664 174,008 5.42% 3.0%
5 Schwab Strategic Tr INTL EQTY ETF $18,443,750 745,202 5.2% 2.88%
6 Schwab Strategic Tr US BRD MKT ETF $17,869,167 711,919 5.04% 2.79%
7 Dimensional Etf Trust US TARGETED VLU $17,490,826 280,077 4.93% 2.73%
8 American Centy Etf Tr AVANTIS EMGMKT $15,453,632 191,780 4.36% 2.42%
9 American Centy Etf Tr INTL SMCP VLU $14,870,752 148,916 4.19% 2.32%
10 Nvidia Corporation COM $10,055,249 57,656 2.83% 1.57%
11 Vanguard World Fd ESG US STK ETF $6,009,139 53,524 1.69% 0.94%
12 Ishares Tr CORE S&P TTL STK $5,849,458 41,069 1.65% 0.91%
13 Apple Inc COM $5,799,808 22,853 1.63% 0.91%
14 Fidelity Wise Origin Bitcoin SHS $5,532,115 93,717 1.56% 0.86%
15 Netflix Inc. COM $5,071,913 52,750 1.43% 0.79%
16 Schwab Strategic Tr INT-TRM U.S TRES $5,032,891 202,043 1.42% 0.79%
17 State Str Spdr S&P 500 Etf T TR UNIT $4,342,972 6,678 1.22% 0.68%
18 Microsoft Corp COM $4,089,387 11,047 1.15% 0.64%
19 Robinhood Mkts Inc COM CL A $3,104,016 44,791 0.87% 0.49%
20 Spdr Series Trust STATE STREET SPD $2,988,350 104,269 0.84% 0.47%
21 Alphabet Inc CAP STK CL C $2,225,403 7,758 0.63% 0.35%
22 Tesla Inc COM $1,881,055 5,060 0.53% 0.29%
23 Vanguard Index Fds S&P 500 ETF SHS $1,799,821 3,012 0.51% 0.28%
24 Vanguard World Fd ESG INTL STK ETF $1,326,001 18,486 0.37% 0.21%
25 Qualcomm Inc COM $1,309,693 10,170 0.37% 0.2%

Top 25 of 66 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).

Who they serve

Client typeClientsAUM% of AUM
Individuals (non-high net worth) 16 $9.8M 1.52%
High net worth individuals 127 $630M 98.5%

People (3)

roster as of Jul 20, 2026
NameRole / titleCredentialsWith firm sinceOwnership
Mark Francis Astrinos Principal And Chief Compliance Officer CFP Personal Financial Specialist Mar 2017 (9y) 75% or more
Johanna Sanchez Adleson Registered representative Jun 2021 (5y)
Stephen Moorman Registered representative CFP Aug 2025 (1y)

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/10/2026 980 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • • Hourly charges
  • • Fixed fees

Services

  • • Financial planning services
  • • Portfolio management for individuals/small businesses
  • • Selection of other advisers

Custody

Reported custodians

Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).

Firm reports having custody of client funds or securities (Item 9.A).

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 10, 2026.

View current Form ADV (SEC/IAPD) ↗