Investment adviser · CRD 147860

LIBERTY WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

SANTA ANA, CA, United States · Form ADV filed Jul 17, 2012

Regulatory AUM
$45M
Form ADV · Item 5.F
Client accounts
67
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The 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 17, 2012. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed · Commissions

Principal office

1811 EAST GARRY AVENUE
SANTA ANA, CA, 92705, United States

CRD 147860

Filing source

Form ADV 660098 · Jul 17, 2012 · 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.