Libra Wealth LLC

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Client assets under management

$639,843,347

Clients

143

89% high-net worth

Advisors

of 5 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

Low

Average account size

$4,474,429

About

Libra Wealth LLC provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, and estates, delivering wealth management (Personal CFO) engagements, stand‑alone investment management, financial planning, and donor‑advised fund services. The SEC‑registered firm manages roughly $639.8 million in discretionary client assets for about 143 clients, supported by a four‑adviser team operating from seven offices.

The firm’s investment approach is grounded in Modern Portfolio Theory and the Fama‑French three‑factor model, emphasizing long‑term, risk‑based portfolio construction implemented primarily with low‑cost, passively managed mutual funds and ETFs. Libra tailors portfolios to client objectives and tolerance, acts as a fiduciary for retirement and other accounts, and may implement portions of client portfolios through unaffiliated independent managers while providing ongoing oversight.

Distinctive features include an atypically large multi‑office footprint for a four‑advisor team and a fee model that relies on fixed, case‑by‑case advisory fees rather than the more common percentage‑of‑AUM structure. The firm participates on the Schwab Advisor Services platform and supports Schwab Charitable donor‑advised funds (without charging an investment management fee for the DAF) and discloses that it receives certain economic benefits from Schwab.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Income planning General tax planning Wealth management Passive / index investing

Fee options

Fixed

Initial financial planning services: fixed fee up to $10,000 per engagement

Project-based

Financial planning ad-hoc services: $100 to $450 per hour

Other

Minimum fee: Wealth Management Services: fixed annual fee up to $100,000; Investment Management Services: fixed annual fee up to $20,000; Financial Planning Services: initial fixed fee up to $10,000 per engagement Fee-only: Fixed fees for wealth management and investment management services; hourly fees for ad-hoc financial planning ($100 to $450 per hour)

Main office location

Libra Wealth LLC

16185 Los Gatos Blvd, Suite 205

Los Gatos CA 95032, United States

Number of offices

Most active in

California · Colorado · Florida · Idaho · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (408) 721-1633

Advisors at this firm

Stephen M

CFP®, Series 66

Erie, CO

Libra Wealth LLC

Stephen Moorman is a CFP® with five years of industry experience, currently serving at Libra Wealth LLC since 2025. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, and PlanMember Securities Corporation. Before entering the financial sector, he was involved with Flatirons Community Church and the University of Colorado. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework, focusing on low-cost, passive mutual funds and ETFs, with an emphasis on diversification, tax efficiency, and long-term portfolio management.

General retirement planning Income planning General tax planning Wealth management Passive / index investing

Johanna A

Series 63, Series 65

Boise, ID

Libra Wealth LLC

Johanna Adleson is a financial advisor at Libra Wealth LLC with 14 years of industry experience. She holds the Series 63 and Series 65 licenses. Her prior work includes roles at Aspen Capital Management and Vista Wealth Management, LLC. Libra Wealth LLC serves individuals, high-net-worth clients, trusts, and estates with wealth management, investment management, and financial planning. The firm applies Modern Portfolio Theory and the Fama–French multi-factor framework, using primarily low-cost, passive mutual funds and ETFs to maintain diversified, tax-efficient portfolios.

General retirement planning Income planning General tax planning Wealth management Passive / index investing

Mark A

CFP®, PFS™, Series 65

Los Gatos, CA

Libra Wealth LLC

Mark Astrinos is a CFP®, PFS™, and Series 65-licensed financial advisor at Libra Wealth LLC with 13 years of industry experience. He previously worked at Chamberlain Financial Planning & Wealth Management and Vista Wealth Management, LLC. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm employs a Modern Portfolio Theory and Fama–French multi-factor framework-based investment approach, utilizing low-cost, passive mutual funds and ETFs while emphasizing diversification, tax efficiency, and long-term strategies.

General retirement planning Income planning General tax planning Wealth management Passive / index investing

Christine W

CFP®, Series 66

Denver, CO

Libra Wealth LLC

Christine White is a CFP® and holds a Series 66 license with 11 years of industry experience. She has worked at Libra Wealth LLC since 2024 and previously held roles at Gill Capital Partners, LLC, Townsend & Associates Inc, and Securities America Inc. Libra Wealth LLC provides wealth management, investment management, and financial planning services to individuals, high-net-worth individuals, trusts, and estates. The firm’s investment approach is based on Modern Portfolio Theory and the Fama–French multi-factor framework, utilizing primarily low-cost, passive mutual funds and ETFs with a focus on diversification, tax efficiency, and long-term planning.

General retirement planning Income planning General tax planning Wealth management Passive / index investing

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