Johanna Adleson
Libra Wealth · Boise, Idaho
Johanna Adleson is a fee-only financial advisor at Libra Wealth in Boise, Idaho. Libra Wealth reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Libra Wealth |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $639.8M across 814 accounts |
| SEC registration | Investment adviser representative in ID, TX · CRD 5263358 |
| Exams passed | Series 63 (2008) · Series 65 (2009) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | librawealth.com |
How Johanna's firm compares
- Libra Wealth's average account is about $786,000, from its Form ADV (assets managed divided by 814 accounts).
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Questions about Johanna
Is Johanna Adleson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Johanna holds no broker registration, and Libra Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Johanna charge for financial advice?
Johanna's firm, Libra Wealth, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Johanna Adleson based?
Johanna Adleson is based in Boise, Idaho.
Is Johanna Adleson registered with the SEC?
Yes. Johanna Adleson is registered as an investment adviser representative in ID and TX (CRD 5263358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Libra Wealth manage?
Libra Wealth reports $639.8M across 814 accounts in assets under management.
How do I contact Johanna Adleson?
Through Johanna's website, librawealth.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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