SourcingSourcing

LIBERTY ONE WEALTH ADVISORS

C33
CRD 315675·SEC 801-130016·PHILADELPHIA, PA
AUM
$178.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$535K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
LIBERTY ONE WEALTH ADVISORS
CRD
315675
SEC file #
801-130016
EIN
—
DBA names
—

Economics

AUM
$178.4M
AUM band
$100M-$500M
AUM trajectory
'25'26
$129.5M → $178.4M▲ +38%
Client mix
Individuals Other210
Individuals High Net Worth26

Operations

Employees (total)
5
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'25'26
4 advisors → 5 advisors▲ +25%
Primary office
PHILADELPHIA PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
libertyonewealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
LIBERTY ONE HOLDINGS, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
LIBERTY ONE HOLDINGS, INC.
Dileonardo, Guilian
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
LIBERTYONEWEALTH.COM
Rdap Domain Creation Date
2021-05-27T18:35:20Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
Squarespace Domains II LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Custodian Candidates
Full
Charles Schwab11
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-05-27T18:35:20Z
Rdap Domain Last Changed
2026-05-13T01:31:01Z
Rdap Nameservers
Ns1.dns-parking.comNs2.dns-parking.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Transfer Prohibited
Trust Company Affiliate
No

People (5)

5
Dileonardo, Guilian
IAR · Direct Owner · 37.5%
6340775
Paul Zablotney
IAR
7855743
Fan Feng
IAR
6890180
Christopher Raymond Klein
IAR
7052625
JACKY LOUIS PETIT-HOMME
IAR
6181225