LIBERTY WEALTH MANAGEMENT, LLC

Company Profile

As of Date 03/31/2026
ADV Location United States, CA
Websites
AUM* 1,771,930,415 40%
of that, discretionary 1,562,730,055 43%
Number of Employees 45 96%
of those in investment advisory functions 24 26%
Private Fund GAV* 5,023,964
Avg Account Size 398,008 28%
High Net Worth 63.39% 150%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Recent News

Reported AUM

2B 1B 1B 893M 670M 446M 223M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

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