LIBERTY ONE WEALTH ADVISORS

LIBERTY ONE WEALTH ADVISORS of PHILADELPHIA, PA is an SEC-registered investment adviser (CRD 315675). Regulatory assets under management: $178.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles.

Officers, owners & control persons (6)

NameRoleLocation
Guilian DileonardoCCO/FOUNDING MEMBER; CHIEF COMPLIANCE OFFICER
Jacky Louis Petit-HommeFOUNDING MEMBER
Fan FengFOUNDING MEMBER
FENG FANFOUNDING PARTNER
Dileonardo GuilianCCO / FOUNDING PARTNER
PETIT-HOMME JACKY LOUISFOUNDING PARTNER

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