Investment adviser representative · Libra Wealth LLC
Johanna S. Adleson
CRD 5263358 · Boise, ID
At a glance
Johanna S. Adleson is an investment adviser representative with Libra Wealth LLC in Boise, ID, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Johanna’s SEC record dates to 2009, about 17 years ago.
Current advisory firm
- Libra Wealth LLCSince June 2021Boise, ID · $640M in regulatory assets
SEC adviser record
- Registered since
- 2009 (17 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Johanna’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Libra Wealth LLC
- Mark F. AstrinosLos Gatos · Certified Financial Planner, Personal Financial Specialist
- Stephen MoormanLos Gatos · Certified Financial Planner
- Kristy L. ViscontiBayfield · Certified Financial Planner
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