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LIBERTY WEALTH MANAGEMENT, LLC
CRD 317185
2 CORPUS CHRISTI PLACE, SUITE 200, HILTON HEAD ISLAND, SC, 29928, United States
Phone
(843) 476-4772
Fax
(843) 476-4796
Registration
— (—)
Source
State registered
Total AUM
$46.5M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.5M |
| High net worth individuals | 18 | $36.7M |
All web addresses on file
Official SEC filing: View on IAPD