LIBERTY WEALTH MANAGERS

Overview

Liberty Wealth Managers is a limited liability company that registered with the SEC in 2022 and operates as an owner‑run advisory practice focused on individual and family clients. The firm’s core advisory activity is portfolio management for individuals and small businesses. Liberty primarily manages relationships on a non‑discretionary basis, charging fees tied to assets under management along with other fee arrangements. Investment positioning is centered on pooled public vehicles — particularly mutual funds — supplemented by allocations to external alternative managers. Liberty does not identify as an active ESG investor and does not present itself as a multi‑state adviser or pension consultant. The firm’s classification is listed as unclassified and it is not organized as a capital allocator; instead it sources third‑party managers for alternative exposure.

Assets & Accounts

Investments & Alternatives

Location & Offices