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| Happy Holidays!! thanks for using AUM13F!! |
| Liberty Wealth Managers LLC
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|---|---|
| CRD # | 322131 |
| SEC # | 801-126337 |
| CIK # | |
| AUM | $60.8 M (2025-03-31) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 267-864-8259 |
| Address | 1185 Avenue of The Americas New York, NY 10036 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 36.6 |
| (b) Individuals (high net worth individuals) | 14 | 24.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 133 | 60.8 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 133 | 60.8 |
| Total | 133 | 60.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 60.8 | |
| Total | 133 | 60.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
R Seeger Wealth Management Ltd
✚
|
NY | 0.1 |
|
Main Street Financial LLC
✚
|
NY | 0.1 |
|
Align Financial Advisors LLC
✚
|
TX | 0.1 |
|
Chlastawa Allan Frank
✚
|
0.1 | |
|
Allos Investment Advisors LLC
✚
|
KS | 0.1 |
|
HYJC Capital of WNY LLC
✚
|
NY | 0.1 |
|
Winthrop Partners - EPA LLC
✚
|
NY | 0.1 |
|
Parlin Advisors LLC
✚
|
NY | 0.1 |
|
Minerva Wealth Advisory LLC
✚
|
NY | 0.1 |
|
Rochester Investments Inc
✚
|
NY | 0.1 |