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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Wealth Management LLC
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|---|---|
| CRD # | 286001 |
| SEC # | 801-112351 |
| CIK # | 0001769302 |
| AUM | $1.5 B (2025-03-28) |
| Employees | 21 (86% Investors, 29% Brokers) |
| Phone | 510-658-1880 |
| Address | 411 30th Street Oakland, CA 94609 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 22.4 | ||
| Nvidia Corp | 15.3 | ||
| Microsoft Corp | 9.6 | ||
| Intuitive Surgical Inc | 5.4 | ||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Liberty Alternative Asset Management LLC | 2022-11-14 | 7.0 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 516 | 346.5 |
| (b) Individuals (high net worth individuals) | 860 | 1,066.6 |
| (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 | 58 | 46.7 |
| (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 | 7 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 3,896 | 1,469.9 |
| By Discretionary | ||
| Discretionary | 3,526 | 1,321.3 |
| Non-Discretionary | 370 | 148.6 |
| Total | 3,896 | 1,469.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,469.9 | |
| Total | 3,896 | 1,469.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001769302] |
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|---|---|---|
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