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).
Current Firm Details
Liberty Wealth Management, LLC
By the Numbers
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Total Assets Under Management858MILLION
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Total Number of Accounts1,375ACCOUNTS
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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
Registered Investment Advisor
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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