Libra Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 11–25 clients last fiscal year.
Libra Wealth reports 143 clients. They include 127 high-net-worth individuals and 16 individual clients. Of its assets, 100.0% ($640M across 814 accounts) are managed with discretion. Of its clients, 1% are outside the U.S.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 11% | 2% |
| High-net-worth individuals | 89% | 98% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 16 | $9.76M | 1.5% | $610K |
| High-net-worth individuals | 127 | $630M | 98.5% | $4.96M |
| Total | 143 | $640M | 100% | $4.47M |
- Clients
- 16
- Regulatory AUM
- $9.76M
- AUM share
- 1.5%
- Avg. per client
- $610K
- Clients
- 127
- Regulatory AUM
- $630M
- AUM share
- 98.5%
- Avg. per client
- $4.96M
Total
- Clients
- 143
- Regulatory AUM
- $640M
- AUM share
- 100%
- Avg. per client
- $4.47M
- Clients outside the U.S.
- 1%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Libra Wealth is paid through hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Initial planning is a fixed fee of up to $10,000 per engagement; ad-hoc planning is $100 to $450 an hour.
- Investment Management Services
- Fixed annual fee of up to $20,000, paid quarterly in advance; fees may be negotiable.
- Wealth Management Services
- Fixed annual fee of up to $100,000, set case by case, paid quarterly in advance; fees may be negotiable.
Mark Astrinos owns 75% or more of Libra Wealth. Mark Astrinos is CEO. It has 5 employees, 4 of them in advisory roles.
Leadership
- Mark AstrinosChief Executive Officer and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 4 in advisory functions
- 4 state-registered reps
- Owns 75% or more of Libra Wealth LLC
Mark Astrinos
Control person · since March 2017
Libra Wealth’s regulatory assets grew 2.7× from $238M (June 2021) to $640M (March 2026); clients rose from 120 to 143 and employees from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $640M | 143 | 5 | 7 |
| March 2025 | $474M | 120 | 5 | 7 |
| March 2024 | $407M | 112 | 4 | 5 |
| May 2023 | $339M | 114 | 3 | 4 |
| June 2022 | $373M | 129 | 4 | 6 |
| June 2021 | $238M | 120 | 4 | 4 |
Besides its headquarters, Libra Wealth has 6 offices (4 private residences, listed without an address), with 3 listed addresses in California.
California · 3 listed addresses
- 16185 Los Gatos BLVD, Suite 205, Los GatosHQ
- 201 Spear Street, San Francisco
- 901 Center St, Santa Cruz
Contact and registration details
- Legal name
- Libra Wealth LLC
- Headquarters
- 16185 Los Gatos BLVD, Suite 205, Los Gatos, CA 95032
- Website
- librawealth.com
- Phone
- 408-721-1633
- @librawealth
- SEC file
- 801-120883
- Founded
- 2017
- Structure
- California LLC
- Fiscal year end
- December
Libra Wealth uses Charles Schwab ($630M) as custodian for its separately managed accounts. Libra Wealth has custody of $422M in client assets for 127 clients.
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $630M100%
At year end, Libra Wealth’s separately managed accounts were mostly in funds (87%). Its reported 13F holdings for the quarter ended 30 June 2026 total $391M across 70 positions; the largest are Vanguard Index Fds (20.9%), Vanguard Scottsdale Fds (16.5%) and Vanguard Tax-managed Fds (8.0%).
What the accounts hold
- Stocks9%
- Exchange-traded equities8%
- Non-exchange-traded equities1%
- Funds87%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash1%
Reported 13F holdings
- $391M
- Reported 13F value
- 70
- Positions
- 77.4%
- In the 10 largest
- +10.3%
- Value vs. prior quarter
- Vanguard Index Fds · Total Stk Mkt20.9%
- Vanguard Scottsdale Fds · Inter Term Treas16.5%
- Vanguard Tax-managed Fds · Van FTSE Dev Mkt8.0%
- American Centy ETF TR · US Sml CP Valu5.5%
- Schwab Strategic TR · US Brd Mkt ETF5.1%
- Schwab Strategic TR · Intl Eqty ETF5.1%
- Dimensional ETF Trust · US Targeted Vlu4.9%
- American Centy ETF TR · Avantis Emgmkt4.6%
- American Centy ETF TR · Intl Smcp Vlu3.9%
- Nvidia Corporation3.0%
Together, the ten largest are 77.4% of reported value.
How many clients does Libra Wealth have?
Libra Wealth has 143 clients and manages $640 million for them, as of March 2026. They include 127 high-net-worth individuals and 16 individual clients.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 10 March 2026
What services does Libra Wealth offer?
Libra Wealth provides financial planning, portfolio management for individuals and small businesses, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
Which custodians does Libra Wealth use?
Libra Wealth’s separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $630M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 March 2026
How many financial advisors does Libra Wealth have?
Libra Wealth has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 4 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Libra Wealth invest in?
At the end of its last fiscal year, Libra Wealth’s separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 8% exchange-traded equities, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% state and local bonds, 1% investment grade corporate bonds and 1% 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 Libra Wealth?
Libra Wealth’s direct owner is Mark Astrinos (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 10 March 2026
How does Libra Wealth get paid?
Libra Wealth is paid through 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
Is Libra Wealth registered with the SEC?
Yes, Libra Wealth has been registered with the SEC as an investment adviser since 21 April 2021. Its CRD number is 288098 and its SEC file number is 801-120883.
Source: Form ADV Part 1A, Item 1, filed 10 March 2026; IAPD firm record
How do I contact Libra Wealth?
Libra Wealth’s main office is at 16185 Los Gatos BLVD, Suite 205, Los Gatos, CA 95032. Its phone number is 408-721-1633. Its website is librawealth.com.