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LIBERTY WEALTH MANAGEMENT, LLC
CRD 286001File 801-112351
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.73B
Top 25% of cohort (national)
Discretionary AUM
$1.56B
Non-discretionary $162.7M
Clients
1,554
4,338 accounts
Employees
43
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jan 19, 2018
- Principal office
- 411 30TH STREET, 2ND FLOOR, OAKLAND, CA, 94609
- Phone
- 510-903-5489
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.73B
- Discretionary AUM
- $1.56B
- Non-discretionary AUM
- $162.7M
- Discretionary accounts
- 3,939
- Non-discretionary accounts
- 399
- Total accounts
- 4,338
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $28.7M |
| High net worth individuals | 995 | $1.29B |
| Pension and profit sharing plans | 29 | $26.9M |
| Individuals (other than high net worth individuals) | 515 | $379.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD-PARTY MANAGEMENT PROGRAM
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.