LIBERTY WEALTH MANAGEMENT, LLC

Overview

Liberty Wealth Management, LLC is an independent, individual-owned registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates as a capital allocator and provides selection-of-other-advisers services, which suggests it combines in-house portfolio construction with access to third-party managers for specialized exposures. Its stated fee structure includes both a percentage of assets under management and fixed fees. Investment activity centers on public equities — primarily exchange-traded instruments — supplemented by mutual funds and annuities for core exposure and client-specific income needs. The firm is not an active ESG investor and is not set up as a multi-state adviser. Advisory services emphasize tailored planning and discretionary implementation appears limited: the registered assets are reported as non-discretionary.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices