Liberty Wealth Management, LLC

RIASEC Registered

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, owner-operated registered investment adviser that has been SEC-registered since 2018. The firm functions as a capital allocator for both individual and family clients as well as institutional investors, offering a mix of advisory and planning services. Its fee arrangements are flexible and include percentage-of-AUM pricing plus hourly and fixed fees, with the capability to charge performance-based fees in certain engagements. Core advisory services listed by the firm include financial planning, portfolio management for individuals and businesses, selection of other advisers, and educational seminars and workshops. The firm does not position itself as an active ESG investor.