9AT: LIBERTY WEALTH MANAGERS

Adviser Profile

As of Date	03/31/2026
Registration	SEC, Approved, 12/09/2022
ADV Location	NEW YORK, NY, United States
Contact Info	267 xxxxxxx
Websites

AUM^*	59,866,605 3%
of that, discretionary	0
Number of Employees	2
of those in investment advisory functions	1
Private Fund GAV^*	0
Avg Account Size	490,710 9%
% High Net Worth	21.05% 3%
SMA’s	No
Private Funds	0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser LAW & ASSOCIATES INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM326.6m	#Funds-
Adviser INVICTA FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM371.1m	#Funds-
Adviser HOFFMAN & ASSOCIATES FINANCIAL & ESTATE ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM25.1m	#Funds-
Adviser ALLEGIANCE FINANCIAL ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM181.9m	#Funds-
Adviser AMERICAN FINANCIAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.3b	#Funds-
Adviser J.F. WILLIAMS CO., INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM286.5m	#Funds-
Adviser ANDREW GARRETT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM521.3m	#Funds-
Adviser MATERETSKY FINANCIAL GROUP	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM720.8m	#Funds-
Adviser PUREVEST	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM51.6m	#Funds-
Adviser CAPITAL POINT FINANCIAL GROUP, LTD.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM312.6m	#Funds-

Brochure Summary

Overview

Liberty Wealth Managers is an investment advisor firm registered with the U.S. Securities and Exchange Commission (SEC), since December 2022. The principal owner of Liberty Wealth Managers is Lucio Ventrella, CEO and Expat Client Director. Investment Advisory Services Liberty Wealth Managers’ (“Liberty Wealth” or “Advisor”) principal service is providing fee- based investment advisory services to United Kingdom expatriates seeking pension transfer and portfolio management services. Pension transfer services will include assistance with the pension claim and transfer from the product provider, ensuring that assets are transferred to a UK qualified custodian. The process can take up to 12 months to complete. The Advisor practices custom management of portfolios, on a non-discretionary basis, according to the client’s objectives. The Advisor’s primary approach is to use a tactical allocation strategy aimed at reducing risk and increasing performance. The Advisor uses exchange listed securities (including exchange traded funds, or ETFs) and mutual funds to accomplish this objective. The Advisor measures and selects mutual funds by using various criteria, such as the fund manager’s tenure, and/or overall career performance. The Advisor may recommend, on occasion, redistributing investment allocations to diversify

the portfolio in an effort to reduce risk and increase performance. The Advisor may recommend specific ETFs and mutual funds to increase sector weighting and/or dividend potential. The Advisor may recommend employing cash positions as a possible hedge against market movement which may adversely affect the portfolio. The Advisor may recommend selling positions for reasons that include, but are not limited to, harvesting capital gains or losses, business or sector risk exposure to a specific security or class of securities, overvaluation or overweighting of the position(s) in the portfolio, change in risk tolerance of client, or any risk deemed unacceptable for the client’s risk tolerance. Liberty Wealth will tailor its advisory services to its client’s individual needs based on meetings and conversations with the client. If clients wish to impose certain restrictions on investing in certain securities or types of securities, the Advisor will address those restrictions with the client to have a clear understanding of the client’s requirements. Liberty Wealth does not provide portfolio management services to wrap fee programs. Liberty Wealth manages client assets on a non-discretionary basis and as of December 31, 2023 had $58,266,455 in non-discretionary client assets under management.

LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS LLC

ATLANTICA WEALTH, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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LIBERTY WEALTH MANAGERS LIBERTY WEALTH MANAGERS LIBERTY WEALTH MANAGERS LLC ATLANTICA WEALTH, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS

LIBERTY WEALTH MANAGERS LLC

ATLANTICA WEALTH, LLC