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| Liberty Wealth Management LLC
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|---|---|
| CRD # | 286001 |
| SEC # | 801-112351 |
| CIK # | 0001769302 |
| AUM | 1,725.4 M (2026-05-29) |
| Employees | 43 (53% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 510-903-5489 |
| Address | 411 30th Street Oakland, CA 94609 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 28.4 | ||
| Nvidia Corp | 17.7 | ||
| Microsoft Corp | 7.2 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Liberty Alternative Asset Management LLC | 2022-11-14 | 5.0 M |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 515 | 379.1 |
| (b) Individuals (high net worth individuals) | 995 | 1,290.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 26.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 15 | 28.7 |
| (n) Other | 0 | 0.0 |
| Total | 4,338 | 1,725.4 |
| By Discretionary | ||
| Discretionary | 3,939 | 1,562.7 |
| Non-Discretionary | 399 | 162.7 |
| Total | 4,338 | 1,725.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 1,725.3 | |
| Total | 4,338 | 1,725.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001769302] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 23 |
| Serves | Institutional, Retail, Research |
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