Liberty Asset Management

RIASEC RegisteredEst. 2025

Total AUM

$141M

Discretionary

$141M

100% of AUM

Avg account

$244K

Accounts

579

Employees

Advisory reps

Firm details

Headquarters: Allentown, Pennsylvania
CRD number: 142094
Registered since: July 15, 2025
Website: www.lwmgmt.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals52.46%
HNWI44.89%
Corporations / Businesses2.47%
Charitable Organizations0.17%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Liberty Asset Management is an independent registered investment adviser organized as an LLC and registered with the SEC in 2025. The firm serves both individual/family and institutional clients and offers financial planning and portfolio management for individuals, small businesses, and institutions. Its fee arrangements include asset-based fees as well as hourly and fixed-fee engagements. Liberty operates in a hybrid business model: advisers are registered representatives of a broker-dealer and the firm also acts as an insurance broker. The firm does not market itself as an ESG investor, does not identify as a capital allocator, and is not listed as a multi‑state adviser.