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LIBERTY WEALTH MANAGEMENT, LLC
CRD 286001 · SEC 801-112351
411 30TH STREET, 2ND FLOOR, OAKLAND, CA, 94609, United States
Phone
510-903-5489
Fax
510-658-1886
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.73B
Discretionary AUM
$1.56B
Team
43 total employees; 23 advisory reps; 23 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees; THIRD-PARTY MANAGEMENT PROGRAM
Org form
Limited Liability Company
Filing date
2026-05-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminarsTHIRD-PARTY MANAGEMENT PROGRAM
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 515 | $379.1M |
| High net worth individuals | 995 | $1.29B |
| Pension/profit sharing plans | 29 | $26.9M |
| Corporations/business entities | 15 | $28.7M |
States served
AZ, CA, CO, GA, ID, IL, IN, MD, MI, NV, NY, NC, OR, SC, TN, UT, VA, WA, TX, NH, FL
All web addresses on file
- https://www.facebook.com/login/?next=https%3A%2F%2Fwww.facebook.com%2Flibertygroupllc%2F
- https://tiktok.com@libertygroup_pya
- https://moorefinancialadvice.com/
- https://www.libertygroupllc.com
- https://www.instagram.com/libertygroupllc/
- https://www.youtube.com/channel/UCDGVSwWnKgGiXOfSoRZkFPA
- https://twitter.com/libertygrpllc
- https://www.linkedin.com/authwall?trk=ripf&trkInfo=AQG5MjEGn6h90wAAAXzx1y_AIzw3h8BcgcIs_-efm8gLl4BkrR7qh9j62M6vCgCU1Qhnc9vpHbJOM
- https://libertygroupllc.com/protectyourassets/
Official SEC filing: View on IAPD