Liberty Wealth Management, LLC

Overview

Liberty Wealth Management, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2018. The firm serves both individuals/families and institutional clients and acts as a capital allocator, sourcing external managers and pooled vehicles on behalf of clients. Its advisory services span financial planning, portfolio management for individuals and businesses, selection of other advisers, pension consulting and educational workshops. The firm’s billing options include percentage of AUM, hourly and fixed fees, performance-based fees and other arrangements. Liberty positions itself to deliver multi-faceted advice rather than a single-product approach: it blends public market portfolios with allocations to third-party alternative managers and sponsors at least one small private fund. The firm lists professional affiliations across accounting, legal, insurance and real estate channels and participates as a sponsor, general partner or managing member in pooled investment vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices