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LIBERTY WEALTH MANAGEMENT, LLC
OAKLAND, CA
510-903-5489
SEC #801-112351Total AUM
$1.7B
Employees
43Clients
1,554Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
411 30TH STREET
2ND FLOOR
OAKLAND
CA 94609
United States
2ND FLOOR
OAKLAND
CA 94609
United States
Operating Hours
8AM - 5PM, PST
Monday - Friday
Monday - Friday
Phone
510-903-5489
Other Offices
8
Financials
Total AUM
$1.7B
Accounts
4,338Discretionary
$1.6B
Accounts
3,939Non-Discretionary
$162.7M
Accounts
399
Clients
Individual Clients
515AUM
$379.1M
HNW Individual Clients
995AUM
$1.3B
Pension/Profit Sharing Plan Clients
29AUM
$26.9M
Corporation or Business Clients
15AUM
$28.7M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
THIRD-PARTY MANAGEMENT PROGRAM
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
THIRD-PARTY MANAGEMENT PROGRAM
Compliance
Disclosures
None reported
State Registrations
AZCACOFLGAIDILINMDMINCNHNVNYORSCTNTXUTVAWA
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.