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Johanna A
Series 63, Series 65
Boise, ID
Libra Wealth LLC
Johanna Adleson is a financial advisor at Libra Wealth LLC in Boise, ID, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Vista Wealth Management, LLC, and Aspen Capital Management. Libra Wealth LLC serves individuals, high-net-worth clients, trusts, and estates, providing wealth management, discretionary portfolio management, financial planning, and donor-advised fund administration. The firm employs a long-term, diversified investment approach grounded in Modern Portfolio Theory and the Fama-French multi-factor framework, utilizing low-cost passive funds alongside select individual securities or Independent Managers.
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