Wealth manager, independent · Bethlehem, PA
Liberty Square Wealth Partners LLC
SEC-registered investment adviser · CRD 332476 · SEC 801-130895
At a glance
Liberty Square Wealth Partners LLC is an SEC-registered investment adviser based in Bethlehem, Pennsylvania, with $568 million in regulatory assets under management as of its Form ADV filed May 15, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 620 individual clients. By Form ADV it is a wealth manager, ranked 2,602nd of 8,915 wealth managers and 7,312th of 17,210 SEC-registered advisers by assets.
Main office 610-865-5803libertysquarewealth.comAs filed on Form ADV
- Regulatory AUM
- $568M
- Rank among wealth managers
- #2,602 of 8,915
- Rank among all SEC RIAs
- #7,312 of 17,210
- Rank in Pennsylvania
- #265 of 564
- Individual clients
- 620
- High-net-worth clients
- 145
- Accounts
- 1,668
- Discretionary
- 100% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 3
Owners and executives on its Form ADV
- Allen S. HamiltonManaging Member / Managing Partner and Private Wealth Advisor / Chief Compliance Officer
- Gerald A. CameraManaging Member / Managing Partner and Private Wealth Advisor
Custody and brokerage
Broker-dealer
Hybrid RIA
Liberty Square Wealth Partners LLC is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Purshe Kaplan Sterling Investments as the broker-dealer its advisers are registered with.
Advisory Persons are also a Registered Representative of Purshe Kaplan Sterling Investments, Inc.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 145 | $408M | 72% |
| Individuals | 475 | $155M | 27% |
| Corporations or other businesses | 5 | $4M | <1% |
| Charitable organizations | – | $1M | <1% |
Disciplinary disclosures
Liberty Square Wealth Partners LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗libertysquarewealth.com ↗
AtlasMembers
The full record on Liberty Square Wealth Partners LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 5,090 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Liberty Square Wealth Partners LLC manage?
Liberty Square Wealth Partners LLC reports $568 million in regulatory assets under management across 1,668 accounts, 100% of it on a discretionary basis, on its Form ADV filed May 15, 2026.
What kind of firm is Liberty Square Wealth Partners LLC?
Liberty Square Wealth Partners LLC is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Liberty Square Wealth Partners LLC’s clients?
By assets, its largest client types are high-net-worth individuals ($408 million, 145 clients); individuals ($155 million, 475 clients); corporations or other businesses ($4 million, 5 clients).
Does Liberty Square Wealth Partners LLC have any disciplinary history?
Liberty Square Wealth Partners LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Liberty Square Wealth Partners LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-05-15), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →