Liberty Square Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and philanthropic planning. Financial planning was provided to 11–25 clients last fiscal year.
Liberty Square Wealth Partners reports 625 clients. They include 475 individual clients, 145 high-net-worth individuals, and 5 corporations and other businesses. Of its assets, 100.0% ($568M across 1,668 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 76% | 27% |
| High-net-worth individuals | 23% | 72% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | <1% | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 475 | $155M | 27.4% | $327K |
| High-net-worth individuals | 145 | $408M | 71.8% | $2.81M |
| Charitable organizations | Fewer than 5 | $979K | 0.2% | — |
| Corporations and other businesses | 5 | $3.75M | 0.7% | $751K |
| Total | 625 | $568M | 100% | — |
- Clients
- 475
- Regulatory AUM
- $155M
- AUM share
- 27.4%
- Avg. per client
- $327K
- Clients
- 145
- Regulatory AUM
- $408M
- AUM share
- 71.8%
- Avg. per client
- $2.81M
- Clients
- Fewer than 5
- Regulatory AUM
- $979K
- AUM share
- 0.2%
- Avg. per client
- —
- Clients
- 5
- Regulatory AUM
- $3.75M
- AUM share
- 0.7%
- Avg. per client
- $751K
Total
- Clients
- 625
- Regulatory AUM
- $568M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Liberty Square Wealth Partners charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Financial planning is billed hourly at up to $300 per hour or as a fixed fee of $500 to $2,500, negotiable based on the complexity of the services.
Alg3 LLC owns 50% to 75% of Liberty Square Wealth Partners and is in turn owned by Allen Hamilton (75% or more). The leadership team of Liberty Square Wealth Partners includes Chief Compliance Officer Allen Hamilton. It has 6 employees, 5 of them in advisory roles.
Staff
- 6 employees
- 5 in advisory functions
- 5 state-registered reps
- 2 broker-dealer reps
- 2 insurance agents
- Owns 50% to 75% of Liberty Square Wealth Partners LLC
Alg3 LLC
Control person · since July 2024
- Owns 75% or more of Alg3 LLC
Allen Hamilton
Control person · since March 2016
- Owns 50% to 75% of Liberty Square Wealth Partners LLC
Isltime LLC
Control person · since July 2024
- Owns 75% or more of Isltime LLC
Gerald Camera
Control person · since July 2024
Liberty Square Wealth Partners’ regulatory assets grew from $476M (May 2025) to $568M (May 2026); clients fell from 710 to 625 and employees rose from 4 to 6.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| May 2026May 2026 | $568M | 625 | 6 | 3 |
| May 2025May 2025 | $476M | 710 | 4 | 2 |
Besides its headquarters, Liberty Square Wealth Partners has 2 offices (2 private residences, listed without an address), with 1 listed address in 1 state.
Pennsylvania · 1 listed address
- 1525 Valley Center Pkwy, Suite 120, BethlehemHQ
Contact and registration details
- Legal name
- Liberty Square Wealth Partners LLC
- Headquarters
- 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017
- Website
- libertysquarewealth.com
- Phone
- 610-865-5803
- SEC file
- 801-130895
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Liberty Square Wealth Partners’ named custodian for separately managed accounts is Charles Schwab ($568M). Liberty Square Wealth Partners has custody of $124M for 196 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $568M100%
At year end, Liberty Square Wealth Partners’ separately managed accounts were mostly in funds (81%) and stocks (13%). Its reported 13F holdings for the quarter ended 30 June 2026 total $420M across 140 positions; the largest are First TR Exchange Traded FD (16.6%), SPDR Series Trust (15.0%) and Vanguard Index Fds (7.1%).
What the accounts hold
- Stocks13%
- Funds81%
- Cash6%
How many clients does Liberty Square Wealth Partners have?
Liberty Square Wealth Partners has 625 clients and manages $568 million for them, as of May 2026. They include 475 individual clients, 145 high-net-worth individuals, and 5 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 15 May 2026
What services does Liberty Square Wealth Partners offer?
Liberty Square Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, education planning, insurance, and philanthropic planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Liberty Square Wealth Partners charge?
Liberty Square Wealth Partners charges 0.50%–1.50% a year for its Wealth Management Services. The fee is billed in advance and is negotiable.
Source: LIBERTY SQUARE DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS, filed 9 February 2026
Which custodians does Liberty Square Wealth Partners use?
Liberty Square Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $568M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 15 May 2026
How many financial advisors does Liberty Square Wealth Partners have?
Liberty Square Wealth Partners has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. 2 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Liberty Square Wealth Partners invest in?
At the end of its last fiscal year, Liberty Square Wealth Partners’ separately managed accounts held 81% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities and 6% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Liberty Square Wealth Partners?
Liberty Square Wealth Partners is owned through holding companies by Allen Hamilton and Gerald Camera. Its direct owners are Alg3 LLC (50% to 75%) and Isltime LLC (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 15 May 2026
How does Liberty Square Wealth Partners get paid?
Liberty Square Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Liberty Square Wealth Partners?
Liberty Square Wealth Partners’ main office is at 1525 Valley Center Pkwy, Suite 120, Bethlehem, PA 18017. Its phone number is 610-865-5803. Its website is libertysquarewealth.com.