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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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
Showing 1 - 10 of 18 top financial advisors.
1
Karl E. Hansen
CRD#: 2676924
411 30th St, 2nd Floor, Oakland, CA 94609
96
Wealthminder
score

Karl Hansen (CRD# 2676924) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 22 years of experience in the finance industry.

2
Michael T. Hullen
CRD#: 1614485
411 30th St, 2nd Floor, Oakland, CA 94609
96
Wealthminder
score

Michael Hullen (CRD# 1614485) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 19 years of experience in the finance industry. Michael Hullen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Brian C. Rees
CRD#: 2560900
411 30th St, 2nd Floor, Oakland, CA 94609
96
Wealthminder
score

Brian Rees (CRD# 2560900) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 23 years of experience in the finance industry. Brian Rees has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel D. Ross
CRD#: 3130209
411 30th St, 2nd Floor, Oakland, CA 94609
96
Wealthminder
score

Daniel Ross (CRD# 3130209) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 19 years of experience in the finance industry. Daniel Ross has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Timothy D. Gallagher
CRD#: 4275580
411 30th St, 2nd Floor, Oakland, CA 94609
93
Wealthminder
score

Timothy Gallagher (CRD# 4275580) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 17 years of experience in the finance industry.

6
Paul O. Gelormini
CRD#: 2066089
4966 El Camino Real, #121, Los Altos, CA 94022
93
Wealthminder
score

Paul Gelormini (CRD# 2066089) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Los Altos, CA and has over 23 years of experience in the finance industry.

7
Ron L. Guidi
CRD#: 2761959
411 30th St, 2nd Floor, Oakland, CA 94609
93
Wealthminder
score

Ron Guidi (CRD# 2761959) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 20 years of experience in the finance industry.

8
Kelvin J. Kwan
CRD#: 5523072
2404 Professional Drive, Roseville, CA 95661
93
Wealthminder
score

Kelvin Kwan (CRD# 5523072) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 7 years of experience in the finance industry.

9
Charles N. Moore
CRD#: 2826662
586b Wisconsin Street, San Francisco, CA 94107
93
Wealthminder
score

Charles Moore (CRD# 2826662) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

10
Diana M. Siciliano
CRD#: 3070581
411 30th St, 2nd Floor, Oakland, CA 94609
93
Wealthminder
score

Diana Siciliano (CRD# 3070581) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 19 years of experience in the finance industry.

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