Investment adviser · CRD 106036
LIBERTY WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
OAKLAND, CA, United States · Form ADV filed Jul 16, 2018
- Regulatory AUM
- $357M Form ADV · Item 5.F
- Client accounts
- 94 Accounts, not individual clients
- Employees
- 23 Reported in this filing
- Advisory professionals
- 16 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 |
|---|---|---|---|
| Retirement plans | 30 | $34,861,600 | 9.8% |
| Individuals | 58 | $8,142,000 | 2.3% |
Filing source
Form ADV 1229457 · Jul 16, 2018 · 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: Jul 16, 2018. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly
Principal office
411 30TH ST, 2ND FLOOROAKLAND, CA, 94609, United States
CRD 106036
Filing source
Form ADV 1229457 · Jul 16, 2018 · 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.