Stephen Moorman
Libra Wealth · Los Gatos, California
Stephen Moorman is a fee-only financial advisor at Libra Wealth in Los Gatos, California, who holds the CFP credential. Libra Wealth reports charging hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Libra Wealth |
|---|---|
| Based in | Los Gatos, California |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $639.8M across 814 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 7282455 |
| Exams passed | Series 66 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | librawealth.com |
How Stephen'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 Stephen
Is Stephen Moorman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen's firm, Libra Wealth, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Stephen Moorman based?
Stephen Moorman is based in Los Gatos, California.
What credentials does Stephen Moorman hold?
Stephen Moorman holds the CFP credential.
Is Stephen Moorman registered with the SEC?
Yes. Stephen Moorman is registered as an investment adviser representative in CO (CRD 7282455), 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 Stephen Moorman?
Through Stephen'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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