LIBERTY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018
Total AUM
$1.7B
Discretionary
$1.6B
91% of AUM
Avg account
$398K
Accounts
4,338
Employees
43
Advisory reps
25

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 registered investment adviser organized as an LLC and operating since 2018. The firm positions itself as a capital allocator for both individuals and families as well as institutional clients. Its billing options include percentage-of-AUM, hourly and fixed-fee arrangements, and performance-based fees; it also reports other fee structures. Advisory services cover financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, and educational seminars or workshops. Liberty does not report an active ESG investment program.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 76%, Exchange Traded Equities 13%, Cash & Cash Equivalents 6%, State & Local Bonds 2%, US Government Bonds 1%, Investment Grade Corp Bonds 1%, Other 1%76%
  • Public Funds/Mutual Funds76%
  • Exchange Traded Equities13%
  • Cash & Cash Equivalents6%
  • State & Local Bonds2%
  • US Government Bonds1%

Owners & executives

1 of 1

  • CANDACE HAMILTON

    Chief Compliance OfficerCRD 3013169

Contacts

3 of 24

  • MICHAEL HULLEN

    Wealth AdvisorCRD 1614485

  • NICHOLAS DEL JUNCO

    Wealth AdvisorCRD 6901061

  • NICKOLAS BOWERS

    Business Development AssociateCRD 7967116

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 164

Active vs passive

$669M in ETFs

Passive

52%

$346M

Active

45%

$323M

ETFProviderStyleCategoryValueShares% of portfolio
DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU)DimensionalActiveLarge Blend$32.5M719,1654.85%
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Location

Primary office

OAKLAND, CA

ALAMEDA

Location

OAKLAND, CA

Headquartered in OAKLAND, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
ALAMEDA
Address
411 30th St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth