Liberty Wealth Management, LLC
Liberty Wealth Management, LLC (CRD# 286001) is a financial advisory firm headquartered in Oakland, CA. They manage $1,222,778,986 in 3,414 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management1,223MILLION
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Total Number of Accounts3,414ACCOUNTS
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Average Account Value$358,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, IL, MI, NC, NH, NV, NY, OR, TN, TX, VA, WA
Steven Christensen (CRD# 4676388) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 14 years of experience in the finance industry.
Matthew Del Junco (CRD# 6335590) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 9 years of experience in the finance industry.
Nicholas Del Junco (CRD# 6901061) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 5 years of experience in the finance industry.
Stanislav Godsky (CRD# 6561579) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 8 years of experience in the finance industry.
David Hedger (CRD# 2017668) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 33 years of experience in the finance industry.
Kenneth Henson (CRD# 6300713) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in San Francisco, CA and has over 10 years of experience in the finance industry.
David Hollander (CRD# 2493724) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 29 years of experience in the finance industry.
Michael Hullen (CRD# 1614485) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 25 years of experience in the finance industry.
Kelvin Kwan (CRD# 5523072) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Roseville, CA and has over 12 years of experience in the finance industry.
Stephen Mantzouris (CRD# 4616409) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 21 years of experience in the finance industry.