Libertas Financial Advisors Revenue

Financial Services • Frisco, Texas, United States • 1-10 Employees

Libertas Financial Advisors revenue & valuation

Annual revenue	$256,665
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$821,328
Total funding	No funding

Key Contact at Libertas Financial Advisors

Jeremy Patton

CEO

Company overview

Headquarters	9355 John W. Elliott Dr., Suite 25, Frisco, Texas 75033, US
Phone number	+18883346349
Website	libertasfinancialadvisors.com
NAICS	52
Keywords	Annuities, Life Insurance, Risk Mitigation, Long-Term Care, Tax-Free Retirement Plans
Employees	1-10

Libertas Financial Advisors Email Formats

Libertas Financial Advisors uses 1 email format. The most common is {first initial} (e.g., j@libertasfinancialadvisors.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@libertasfinancialadvisors.com	100%

About Libertas Financial Advisors

For us, everything begins with a personal discussion about your mission. What drives you? What kind of impact would you like to make on your family and the world? At Libertas Financial Advisors, we focus on helping you answer those questions and more in order to unlock your financial freedom, both for right now and the future. By assessing your current situation as well as your future goals, we can help you explore options that we believe give you the best chance to make your desired lifestyle a reality. Let’s get you on the path toward financial independence today. Libertas Capital Management has partnered with FamilyWealthTM, which offers numerous financial services & technology solutions to advisers nationwide. FamilyWealthTM has created a digital WealthTech ecosystem that brings together a suite of tools, including CRM, Analytics, Unified Managed Household Accounts, Digital Account Opening, Asset Management, Proposal Generation & Compliance into a customizable Adviser portal, called Adviser View. FamilyWealth Advisers, LLC is a Registered Investment Adviser headquartered at 255 Primera Blvd, Suite 160, Lake Mary, FL 32746, providing service to individuals and corporate clients. FamilyWealth Asset Management, LLC is a Registered Investment Adviser headquartered in Dallas, TX providing portfolio management and other financial services to clients and investment advisers.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

C-Suite

Employees by Department

Libertas Financial Advisors has 1 employees across 1 departments.

Departments

Number of employees

Funding Data

Libertas Financial Advisors has never raised funding before.

Libertas Financial Advisors Tech Stack

Discover the technologies and tools that power Libertas Financial Advisors's digital infrastructure, from frameworks to analytics platforms.

Cloudflare

CDN

jQuery

JavaScript libraries

GoDaddy

Hosting

HTTP/3

Miscellaneous

PHP

Programming languages

Open Graph

Miscellaneous

HSTS

Security

WordPress

Blogs

jQuery Migrate

JavaScript libraries

Twenty Twenty-One

WordPress themes

MySQL

Databases

Elementor

Page builders

Frequently asked questions

Libertas Financial Advisors is located in Frisco, Texas, US.

You can reach Libertas Financial Advisors at +18883346349.

Libertas Financial Advisors generates an estimated annual revenue of $256,665. This revenue figure reflects the company's market position and business performance in its industry.

Libertas Financial Advisors has an estimated valuation of $821,328. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Libertas Financial Advisors has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Libertas Financial Advisors

Jeremy Patton

CEO

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