David Pope
Liberty Square Wealth Partners · Bethlehem, Pennsylvania
David Pope is a fee-only financial advisor at Liberty Square Wealth Partners in Bethlehem, Pennsylvania. Liberty Square Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Liberty Square Wealth Partners |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $567.8M across 1,668 accounts |
| SEC registration | Investment adviser representative in NC · CRD 4068503 |
| Exams passed | Series 63 (2000) · Series 65 (2025) · Series 66 (2004) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.libertysquarewealth.com |
How David's firm compares
- Liberty Square Wealth Partners's average account is about $340,000, from its Form ADV (assets managed divided by 1,668 accounts).
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Questions about David
Is David Pope a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Liberty Square Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Liberty Square Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Pope based?
David Pope is based in Bethlehem, Pennsylvania.
Is David Pope registered with the SEC?
Yes. David Pope is registered as an investment adviser representative in NC (CRD 4068503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Liberty Square Wealth Partners manage?
Liberty Square Wealth Partners reports $567.8M across 1,668 accounts in assets under management.
How do I contact David Pope?
Through David's website, www.libertysquarewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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