Liberty Wealth Advisors Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 14

Employees

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

  • Investments
  • 1

Liberty Wealth Advisors General Information

Description

Provider of wealth planning and investment management services intended for high-net-worth families, trusts and non-profit organizations throughout the United States. The company offers a wide range of services including wealth, retirement, college savings, business succession and insurance planning, enabling clients to achieve long-term financial goals and planning.

Contact Information

Website
www.libertywealthadvisors.com
Formerly Known As
Portfolio Solutions
Ownership Status
Acquired/Merged
(Operating Subsidiary)
Financing Status
Formerly PE-Backed
Corporate Office
  • Overland Park, KS
  • United States
Primary Industry
Asset Management
Other Industries
Other Financial Services
Parent Company
Prime Capital Investment Advisors
Corporate Office
  • Overland Park, KS
  • United States

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Liberty Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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Liberty Wealth Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Provider of wealth planning and investment management services intended for high-net-worth families, trusts and non-prof
Asset Management
Overland Park, KS
14 As of 2023
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Newport Beach, CA
000 As of 0000
0000
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Chicago, IL
000 As of 0000
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Liberty Wealth Advisors Competitors (19)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Goldman Sachs Personal Financial Management Private Equity-Backed Newport Beach, CA 000 0000 000000000000
Curi RMB Capital Corporate Backed or Acquired Chicago, IL 000 000000&0
Merrill Lynch Corporation New York, NY 00000
Edward Jones Venture Capital-Backed Saint Louis, MO 00000 00000 0000000000 0 00000
Brown Advisory Formerly PE-Backed Baltimore, MD 000 000.00 00000000000 000.00
You’re viewing 5 of 19 competitors. Get the full list »

Liberty Wealth Advisors Executive Team (13)

Name Title Board Seat
Annette VanderLinde Chief Client Officer & Managing Partner
R. Michael Parry Director of Wealth Planning & Partner
Richard Meagher Partner, Financial Advisor and Member of the Investment Committee
Will McGough Director of Investments
Glenn Spencer Chief Executive Officer
You’re viewing 5 of 13 executive team members. Get the full list »

Liberty Wealth Advisors Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Liberty Wealth Advisors Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Liberty Wealth Advisors Investments (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
SPDR S&P 500 Trust ETF 01-Mar-2018 000000000 Other Capital Markets/Institutions
To view Liberty Wealth Advisors’s complete investments history, request access »

Liberty Wealth Advisors FAQs

  • When was Liberty Wealth Advisors founded?

    Liberty Wealth Advisors was founded in 1999.

  • Who is the CEO of Liberty Wealth Advisors?

    Glenn Spencer is the CEO of Liberty Wealth Advisors.

  • Where is Liberty Wealth Advisors headquartered?

    Liberty Wealth Advisors is headquartered in Overland Park, KS.

  • What is the size of Liberty Wealth Advisors?

    Liberty Wealth Advisors has 14 total employees.

  • What industry is Liberty Wealth Advisors in?

    Liberty Wealth Advisors’s primary industry is Asset Management.

  • Is Liberty Wealth Advisors a private or public company?

    Liberty Wealth Advisors is a Private company.

  • What is Liberty Wealth Advisors’s current revenue?

    The current revenue for Liberty Wealth Advisors is 000000.

  • Who are Liberty Wealth Advisors’s investors?

    Liberty Capital Partners has invested in Liberty Wealth Advisors.

  • Who are Liberty Wealth Advisors’s competitors?

    Goldman Sachs Personal Financial Management, Curi RMB Capital, Merrill Lynch, Edward Jones, and Brown Advisory are some of the 19 competitors of Liberty Wealth Advisors.

  • When was Liberty Wealth Advisors acquired?

    Liberty Wealth Advisors was acquired on 09-Dec-2022.

  • Who acquired Liberty Wealth Advisors?

    Liberty Wealth Advisors was acquired by Prime Capital Investment Advisors.

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