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Managing Member / Managing Partner and Private Wealth Advisor / Chief Compliance Officer · Liberty Square Wealth Partners LLC

Allen S. Hamilton

CRD 2249219 · Named on Form ADV at one SEC-registered adviser

At a glance

Liberty Square Wealth Partners LLC, an SEC-registered wealth manager based in Bethlehem, PA with $568 million in regulatory assets, lists Allen S. Hamilton on its Form ADV as Managing Member / Managing Partner and Private Wealth Advisor / Chief Compliance Officer, a control person.

Firms and roles

  • Liberty Square Wealth Partners LLCManaging Member / Managing Partner and Private Wealth Advisor / Chief Compliance OfficerWealth manager · Bethlehem, PA · $568M in regulatory assets

AtlasMembers

Allen’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gerald A. CameraManaging Member / Managing Partner and Private Wealth Advisor, Liberty Square Wealth Partners LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Allen’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.