Libra Wealth LLC

EST. AUM
$639,843,347

CONTACTS

CLIENT ACCOUNTS
814

Firm Details

Metro area San Francisco
CRD Number 288098
Website librawealth.com
Client types

Overview

Libra Wealth LLC is an independent, fee-only registered investment adviser (RIA) headquartered in Los Gatos, California. Founded and led by Mark Astrinos (CPA, CFP®, RLP®), the firm operates under a fiduciary standard, providing holistic "Financial Life Planning" that integrates a client's financial resources with their time, energy, and personal values. Their investment philosophy is strictly evidence-based, utilizing decades of academic and Nobel Prize-winning research to construct globally diversified portfolios. The firm emphasizes low-cost, tax-efficient strategies—primarily through institutional-class ETFs and mutual funds (such as Dimensional and Avantis)—and leverages behavioral finance and positive psychology to help high-net-worth families and individuals achieve long-term financial independence.

Platform Details

Investment Preferences

Alternative Activity