# LIBERTAS WEALTH MANAGEMENT GROUP, INC.

LIBERTAS WEALTH MANAGEMENT GROUP, INC. of COLUMBUS, OH is an SEC-registered investment adviser.

## Registration

- CRD: 157769
- Type: SEC-registered investment adviser
- SEC file number: 801-133776
- Location: 5003 HORIZONS DR., COLUMBUS, OH, 43220
- Phone: 614-543-1350
- Latest filing: 2026-08-05
- Regulatory AUM: $163.1M
- Discretionary AUM: $145.1M
- Non-discretionary AUM: $18.0M
- Clients: 6
- Accounts: 1,184

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| Adam Dean Koos | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Disclosures (4)

| Initiated | Type | Allegations | Status | Amount |
| --- | --- | --- | --- | --- |
| 2016-08-31 | regulatory | IN EARLY 2015 TWO OF THE LIBERTAS CLIENTS RE-LOCATED FROM OHIO TO FLORIDA AND A THIRD CLIENT RE-LOCATED FROM OHIO TO FLORIDA IN THE SPRING OF 2016. ON AUGUST 29, 2016, LIBERTAS APPLIED FOR REGISTRATION AS AN INVESTMENT ADVISER WITH THE STATE OF FLORIDA AND SELF-REPORTED THAT LIBERTAS HAD CONDUCTED U… | Final | $14K |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157769/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157769/similar
- Related entities: https://search.stillhousedata.com/firm/157769/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157769

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.