LIBERTY WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,725,386,015
Discretionary
$1,562,730,055
Non-discretionary
$162,655,960
Firm details
- CRD number
- 286001
- SEC file number
- 801-112351
- Main office
- OAKLAND, CA, United States
- Employees
- 43
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Performance-based Other
As of October 2026.