Libra Wealth LLC - Investment Advisers

About Libra Wealth LLC

Libra Wealth LLC is a Los Gatos, California-based investment adviser and one of the investment advisers in California in this directory. It reports regulatory assets under management of $639.84 million and five employees. The firm describes itself as an independent, fee-only fiduciary practice that works with families, entrepreneurs and executives. Libra Wealth combines financial life planning with investment management. Its planning work covers goals, retirement, cash flow, education funding and estate planning, and it considers money, time, energy, health and relationships together. Its investment approach emphasizes diversification, low costs and tax efficiency. The firm serves clients across Northern California and, through video conferencing, elsewhere in the country. Tax planning is overseen by a certified public accountant on the team. The firm has offices in Los Gatos, San Francisco and Santa Cruz. Its profile also appears in the US investment advisers directory.

Key Facts

Assets Under Management

$639.84M

Employees

5

SEC File Number

801-120883