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Building 2LIBERTY WEALTH MANAGEMENT, LLC

Map pinOAKLAND, CA
Phone510-658-1880
NotebookSEC #801-64934
Total AUM
$356.8M
Employees
23
Clients
88

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
411 30TH ST
2ND FLOOR
OAKLAND
CA 94609
United States
Operating Hours
8AM-5PM, PST
Monday - Friday
Phone
510-658-1880
Other Offices
6

ReceiptFinancials

Total AUM
$356.8M
Accounts
94
Discretionary
$1.3M
Accounts
8
Non-Discretionary
$355.5M
Accounts
86

ContactClients

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Individual Clients
58
AUM
$8.1M
Pension/Profit Sharing Plan Clients
30
AUM
$34.9M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACODCFLIDILMAMDMEMINCNENVNYOHOKORPASCTXVAWAWI

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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