Be advised. This firm is no longer registered.

Liberty Wealth Management, LLC

Liberty Wealth Management, LLC (CRD# 106036) is a financial advisory firm headquartered in Oakland, CA. They manage $857,892,340 in 1,375 accounts and serve the financial needs of clients across 24 states (or territories).

By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    1,375
    ACCOUNTS
  • Average Account Value
    $623,922
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, DC, FL, ID, IL, MA, MD, ME, MI, NC, NE, NV, NY, OH, OK, OR, PA, SC, TX, VA, WA, WI

Financial Advisors at Liberty Wealth Management, LLC
No Advisor Found.
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