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⚲
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| Liberty Wealth Management LLC
✚
| |
|---|---|
| CRD # | 286001 |
| SEC # | 801-112351 |
| CIK # | 0001769302 |
| AUM | $1.2 BB (2024-02-21) |
| Employees | 22 (68% Investors, 59% Brokers) |
| Phone | 510-658-1880 |
| Address | 411 30th Street Oakland, CA 94609 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| ENPH | 25,743.1 | 0.0 | |
| NVDA | 399,550.0 | 0.0 | |
| MSFT | 1,918,222.4 | 0.0 | |
| V | 419,260.5 | 0.0 | |
| AMAT | 82,662.4 | 0.0 | |
| ISRG | 72,505.6 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | Liberty Alternative Asset Management LLC | 2022-11-14 | 9.6 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 2,953 | 630.2 |
| (b) Individuals (high net worth individuals) | 175 | 333.7 |
| (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 | 56 | 14.8 |
| (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 | 7.9 |
| (n) Other | 0 | 0.0 |
| Total | 3,199 | 986.6 |
| By Discretionary | ||
| Discretionary | 2,839 | 875.9 |
| Non-Discretionary | 360 | 110.7 |
| Total | 3,199 | 986.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 986.5 | |
| Total | 3,199 | 986.6 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001769302] |
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|---|---|---|
|
American Investment Services Inc
✚
|
MA | 1.2 |
|
Clarity Financial LLC
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TX | 1.2 |
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Clearwater Capital Advisors LLC
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Twelve Points Wealth Management LLC
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Palisade Asset Management LLC
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MN | 1.2 |
|
Moloney Securities Asset Management LLC
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MO | 1.2 |
|
Total Investment Management Inc
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AZ | 1.2 |
|
Scarborough Advisors LLC
✚
|
MD | 1.2 |