Liberty Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$1.7B

Discretionary

$1.6B

91% of AUM

Avg account

$398K

Accounts

4,338

Employees

Advisory reps

Firm details

Headquarters: Oakland, California
CRD number: 286001
Registered since: January 19, 2018
Website: libertygroupllc.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI74.81%
Individuals21.97%
Corporations / Businesses1.66%
Pension & Profit Sharing Plans1.56%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Liberty Wealth Management, LLC is an independent, SEC-registered RIA organized as an LLC and operating since 2018. The firm is owned by an individual principal and describes itself as a capital allocator that serves both individual/family and institutional clients. Its fee arrangements are flexible and include percentage-of-AUM billing, hourly and fixed fees, performance-based fees, and other fee structures. Advisory services listed on the firm’s profile include comprehensive financial planning, portfolio management for individuals/small businesses and for businesses or institutions, pension consulting, selection of third‑party advisers, and educational seminars/workshops. Liberty is not identified as an active ESG investor. The firm reports relationships with other professional service providers and sponsors: its industry affiliations include accountants, law firms, insurance companies, real estate brokers, and roles as sponsor, general partner, or managing member of pooled investment vehicles. It also acts as a selector and allocator to external managers across multiple strategies.