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Building 2LIBERTY WEALTH MANAGEMENT, LLC

Map pinSANTA ANA, CA
Phone949-724-8848
NotebookSEC #801-69691
Total AUM
$45M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1811 EAST GARRY AVENUE
SANTA ANA
CA 92705
United States
Operating Hours
8:30 AM - 5 PM
Monday - Friday
Phone
949-724-8848

ReceiptFinancials

Total AUM
$45M
Accounts
67
Discretionary
$0
Accounts
0
Non-Discretionary
$45M
Accounts
67

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges CommissionCharges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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