Johanna S. Adleson

LIBRA WEALTH LLC

Boise, ID

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CRD#: 5263358

Professional summary

Johanna Sanchez Adleson, who also goes by Johanna L Sanchez, is a registered financial advisor currently at LIBRA WEALTH LLC located in Boise, Idaho.

Johanna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Johanna has worked at 6 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Johanna L Sanchez

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johanna Sanchez Adleson's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 9, 2021 - Present

LIBRA WEALTH LLC

RIA

CRD#: 288098

Boise, ID

Past

June 18, 2020 - May 12, 2021

ASPEN CAPITAL MANAGEMENT, LLC

RIA

CRD#: 119050

BOISE, ID

Past

August 14, 2018 - October 19, 2018

ADERO PARTNERS, LLC

RIA

CRD#: 297808

Palo Alto, CA

Past

October 17, 2013 - August 13, 2018

VISTA WEALTH MANAGEMENT, LLC

RIA

CRD#: 110252

Palo Alto, CA

Past

August 7, 2009 - August 27, 2013

MORGAN STANLEY

RIA

CRD#: 149777

CUPERTINO, CA

Past

June 1, 2009 - August 27, 2013

MORGAN STANLEY

CRD#: 149777

CUPERTINO, CA

Past

February 1, 2008 - June 1, 2009

MORGAN STANLEY & CO. LLC

CRD#: 8209

CUPERTINO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

LIBRA WEALTH LLC

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC

CRD#: 288098 / SEC#: 801-120883

RIA

Registered Investment Advisory firm - (4/21/2021 Approved)

California

Registered Investment Advisory firm - (6/4/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Idaho
(6/9/2021)

IAR

Texas
(11/3/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/6/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/5/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 31

Date: 7/17/2008

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 1/31/2008

General Securities Representative Examination

Current Firm

LIBRA WEALTH LLC

CHAMBERLAIN FINANCIAL PLANNING & WEALTH MANAGEMENT | LIBRA WEALTH LLC

CRD#: 288098 / SEC#: 801-120883

RIA

Registered Investment Advisory firm - (4/21/2021 Approved)

California

Registered Investment Advisory firm - (6/4/2021 Terminated)

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Contact information

Main Address

16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032

Mailing Address

Phone number

(408) 721-1633

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LIBRA WEALTH DISCLOSURE BROCHURE AND SUPPLEMENT (8/20/2025)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 473,688,568

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Johanna S. Adleson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Johanna Sanchez Adleson's CRS (Customer Relationship Summary).

Certified licenses

Experience

ASPEN CAPITAL MANAGEMENT, LLC

ADERO PARTNERS, LLC

VISTA WEALTH MANAGEMENT, LLC

MORGAN STANLEY

MORGAN STANLEY

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

LIBRA WEALTH LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/6/2009

Series 63

Date: 3/5/2008

Series 31

Date: 7/17/2008

Series 7

Date: 1/31/2008

Current Firm

LIBRA WEALTH LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LIBRA WEALTH LLC

TRUST BUT VERIFY

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