Johanna Sanchez Adleson
Investment adviser representative at Libra Wealth LLC
13 yearsExperience
2 statesRegistered in
$639.8MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
HourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Libra Wealth LLCMay 2021 to now
- Aspen Capital ManagementJan 2020 to May 2021
- UnemployedNov 2018 to Jan 2020
- Vista Wealth Management, LLCAug 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
Libra Wealth LLC
$639.8MAssets managed
143Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5263358
- Firm CRD
- 288098