LIBERTY WEALTH MANAGEMENT, LLC

Company Profile

As of Date 02/02/2026
ADV Location United States, CA
Websites
AUM* 1,511,189,461 20%
of that, discretionary 1,321,253,112 21%
Private Fund GAV* 5,906,895
Avg Account Size 376,949 22%
High Net Worth 58.99% 133%
SMA’s Yes
Private Funds 1

Adviser Type

- Large advisory firm

Number of Employees 23

of those in investment advisory functions 19

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

902M 773M 644M 516M 387M 258M 129M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

SEC Fund Type Count GAV
SEC Fund TypeOther Private Fund Count1 GAV$5,906,895

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