Liberty Square Wealth Partners Llc
- Regulatory AUM
- $568M
- Discretionary
- $568M
- Clients
- 625
- Avg AUM / client
- $908K
- Accounts
- 1,668
- Employees
- 6
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 475 | $155M | 27.4% |
| High net worth individuals | 145 | $408M | 71.8% |
| Charitable organizations | Fewer than 5 clients | $979K | 0.17% |
| Corporations and other businesses | 5 | $3.8M | 0.66% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Allen Stuart Hamilton | Managing Member / Managing Partner And Private Wealth Advisor / Chief Compliance Officer | Chartered Financial Consultant | Mar 2016 (10y) | ≈ 37.5% – 75% via Alg3 Llc |
| Gerald Anthony Camera | Managing Member / Managing Partner And Private Wealth Advisor | CFP | Jul 2024 (2y) | ≈ 37.5% – 75% via Isltime Llc |
| David S. Pope | Registered representative | May 2025 (1y) | ||
| Anthony Chrobak | Registered representative | Jun 2025 (1y) | ||
| Connor Jacob Ciarciello | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alg3 Llc | Managing Member | Jul 2024 | A | 50% – 75% |
| Isltime Llc | Managing Member | Jul 2024 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Allen Stuart Hamilton: 75% – 100% of Alg3 Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Gerald Anthony Camera: 75% – 100% of Isltime Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
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)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/15/2026 | 942 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
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Reported custodians
- Charles Schwab & Co. $568M (100% of AUM) May 2026
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: May 15, 2026.
View current Form ADV (SEC/IAPD) ↗