Libra Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Libra Wealth LLC advises individuals, high‑net‑worth clients, trusts and estates, offering wealth management (Personal CFO) engagements, discretionary portfolio management, standalone investment management, financial planning, and donor‑advised fund administration via Schwab Charitable. The firm positions these services for ongoing client relationships and also provides ad‑hoc planning engagements and referrals to specialists as needed.
Libra acts as a fiduciary and implements a primarily long‑term, diversified approach grounded in Modern Portfolio Theory and the Fama‑French multi‑factor framework, typically using low‑cost, passive mutual funds and ETFs alongside select individual securities or Independent Managers for tax or strategy reasons. Portfolios are constructed to client objectives and risk tolerance, with periodic monitoring, rebalancing and the ability to place reasonable client restrictions on holdings.
What is distinctive is that Libra manages a large pool of client assets (about $640 million) with a relatively small, four‑person advisory team and maintains multiple offices — a structure that is less common among peer team firms. The firm also departs from the typical advisor billing model by charging negotiated fixed fees for engagements rather than using a percentage‑of‑assets fee, and it participates on Schwab’s institutional platform while offering Schwab Charitable DAF services without charging an investment management fee.
Client services
Expertise
Fee options
Fixed fees up to $100,000 for Wealth Management Services, up to $20,000 for Investment Management Services, and up to $10,000 for initial Financial Planning Services
Financial Planning Services hourly fees ranging from $100 to $450 per hour for ad-hoc services
Minimum fee: Fixed annual fees up to $100,000 for Wealth Management Services; up to $20,000 for Investment Management Services; up to $10,000 per engagement for initial Financial Planning Services Fee-only: Fee-only advisory firm; fees are fixed or hourly, no commissions
Main office
See office16185 Los Gatos Blvd, Suite 205
Los Gatos CA 95032
Advisors at this office
1
Offices (4)
Most active in
California · Colorado · Florida · Idaho · Texas
Also doing business as
Chamberlain Financial Planning & Wealth Management · Libra Wealth LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Stephen M
CFP®, Series 66
Erie, CO
Libra Wealth LLC
Stephen Moorman is a CFP® and holds a Series 66 license, currently serving as an advisor at Libra Wealth LLC with five years of industry experience. His prior roles include positions at Consolidated Portfolio Review Corp, Vanderbilt Securities, LLC, PlanMember Securities Corporation, and Hattig Financial. Libra Wealth LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates, emphasizing a long-term, diversified investment approach based on Modern Portfolio Theory and the Fama-French multi-factor framework. The firm manages approximately $640 million in assets with a small team and offers negotiated fixed fees rather than percentage-based charges.
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.
Mark A
CFP®, PFS™, Series 65
Los Gatos, CA
Libra Wealth LLC
Mark Astrinos is a CFP®, PFS™, and Series 65-licensed advisor at Libra Wealth LLC with 14 years of industry experience. His prior roles include positions at Chamberlain Financial Planning & Wealth Management and Vista Wealth Management, LLC. He is based in Los Gatos, CA. Libra Wealth LLC advises individuals, high-net-worth clients, trusts, and estates through wealth management, discretionary portfolio management, financial planning, and donor-advised fund administration. The firm follows a fiduciary standard and employs a long-term, diversified investment approach using low-cost passive funds alongside select individual securities or Independent Managers tailored to client objectives and risk tolerance.
Kristy V
CFP®, Series 66
Bayfield, CO
Libra Wealth LLC
Kristy Visconti is a CFP® and holds a Series 66 license, with 12 years of experience in financial advising. She has worked at Edward Jones and Merrill prior to joining Libra Wealth LLC in 2026. Libra Wealth LLC advises 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 based on Modern Portfolio Theory and the Fama-French multi-factor framework, using low-cost passive funds alongside select securities tailored to client objectives.
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