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
Adam McNulty (CRD# 1859417) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 35 years of experience in the finance industry.
Charles Moore (CRD# 2826662) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in San Francisco, CA and has over 27 years of experience in the finance industry.
Daniel Ross (CRD# 3130209) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 25 years of experience in the finance industry.
Candace Hamilton (CRD# 3013169) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Newport Beach, CA and has over 25 years of experience in the finance industry.
Claire Hollander (CRD# 7327059) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 2 years of experience in the finance industry.
Treshon Ingram (CRD# 7264764) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 4 years of experience in the finance industry.
Kameron Jackson (CRD# 7493598) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has 1 year of experience in the finance industry.