LIBERTY SQUARE WEALTH PARTNERS LLC

CRD

332476

SEC file #

801-130895

EIN

871235792

DBA names

—

Economics

AUM

$567.8M

AUM band

$500M-$1B

AUM trajectory

'25 · $476.0M

'26 · $567.8M

'25'26

$476.0M → $567.8M▲ +19%

sec adv history

Client mix

Individuals Other	475
Individuals High Net Worth	145
Corporations	5

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'25 · 2 advisors

'26 · 5 advisors

'25'26

2 advisors → 5 advisors▲ +150%

sec adv history

Primary office

BETHLEHEM PA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsPension consulting

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/02/2026

ADV-W filed at

—

Website

libertysquarewealth.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

ALG3 LLC

Top Owner Pct

62.5

Top Owner Entity Kind

Owner Count

Control Persons

ALG3 LLC

ISLTIME LLC

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

LIBERTYSQUAREWEALTH.COM

Rdap Domain Creation Date

2024-06-26T01:25:55Z

Rdap Firm Age Years

Rdap Firm Age Band

<5y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book

form 5500

SEC EDGAR

Edgar Cik

0002057655

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2025-02-24

Edgar Last Filing Date

2026-05-07

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-07

Accession0001951757-26-000787

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.2797

Soi Zip Pct 200k Plus

0.0778

Soi Zip Returns 200k Plus

1,580

Soi Zip Total AGI

1,784,706

Fdic Zip Total Deposits

38,246,899,000

Fdic Zip Branch Count

586

Fdic Zip Top Banks

Embassy Bank for the Lehigh Valley

Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

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

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

1525 VALLEY CENTER PKWYSUITE 120BETHLEHEM, PA 18017

Business

1525 VALLEY CENTER PKWYSUITE 120BETHLEHEM, PA 18017

Edgar EIN

871235792

Edgar Recent Filings

13F-HR2026-05-07 · 0001951757-26-000787

13F-HR2026-02-11 · 0001951757-26-000420

Fdic Zip Branches Raw

Lafayette BankBethlehem Township, PA

Meridian BankBethlehem, PA

Fdic Zip HHI

712.72

Fdic Zip Top Bank Share Pct

12.3

Fdic Zip Year

2025

Firm Has Custody

Yes

Mailing Office Differs

Rdap Domain Expiration Date

2029-06-26T01:25:55Z

Rdap Domain Last Changed

2024-06-26T01:25:55Z

Rdap Nameservers

Ns63.domaincontrol.comNs64.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	60,414
Returns	5,130

Stub 2

AGI	156,059
Returns	4,170

Stub 3

AGI	199,485
Returns	3,240

Soi Zip Total Business Income

57,374

Soi Zip Total Cap Gains

66,221

Soi Zip Total Dividends

61,356

Soi Zip Total Returns

20,310

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