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Mark Francis Astrinos

Libra Wealth LLC

Los Gatos, CA

CRD 6035365

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Employer firm

Libra Wealth LLC CRD 288098

$640M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Libra Wealth Llc

16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2021-11-02
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2021-11-02

Branch Locations

16185 Los Gatos Blvd Suite 205, Los Gatos, CA 95032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vista Wealth Management, Llc East Palo Alto CA 05/2012 02/2017
Libra Wealth Llc San Francisco CA 03/2017 Present
Chamberlain Financial Planning & Wealth Management Santa Cruz CA 01/2018 12/2020
  • 05/2012 → 02/2017
    Vista Wealth Management, Llc
    East Palo Alto, CA
  • 03/2017 → Present
    San Francisco, CA
  • 01/2018 → 12/2020
    Chamberlain Financial Planning & Wealth Management
    Santa Cruz, CA
Previous Registrations
  • 2018-01-18 → 2020-12-31
    Chamberlain Financial Planning & Wealth Management
    Santa Cruz, CA
  • 2012-05-01 → 2017-02-23
    Vista Wealth Management, Llc
    East Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-04-30
  • S65 Uniform Investment Adviser Law Examination
    2012-04-30
Designations
  • Certified Financial Planner
  • Personal Financial Specialist

View on SEC IAPD

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