Investment adviser · CRD 161997
LIBERTY WEALTH ADVISORS, LLC
Investment adviser filing (IA)
STAMFORD, CT, United States · Form ADV filed Mar 30, 2021
- Regulatory AUM
- $184M Form ADV · Item 5.F
- Client accounts
- 439 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 76 | $148,563,012 | 80.6% |
| Individuals | 119 | $27,357,563 | 14.8% |
| Retirement plans | Fewer than 5 | $7,235,384 | 3.9% |
| Charities | Fewer than 5 | $1,162,747 | 0.6% |
Filing source
Form ADV 1505851 · Mar 30, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 30, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
707 SUMMER STREET, 4TH FLOORSTAMFORD, CT, 06901, United States
CRD 161997
Filing source
Form ADV 1505851 · Mar 30, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.