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LIBERTY WEALTH MANAGEMENT, LLC
CRD 286001File 801-112351
APPROVED
Retail clients
Custody
Filing as of Sep 2, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 21 | 43 | increased by22 |
| Apr 1, 2026 | Clients | 1,441 | 1,554 | increased by113 |
| Apr 1, 2026 | AUM | $1,469,902,558 | $1,725,386,015 | increased by$255,483,457 |
| Apr 1, 2026 | Accounts | 3,896 | 4,338 | increased by442 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 22 | 21 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 2,890 | 1,441 | decreased by1,449 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,008,126,432 | $1,469,902,558 | increased by$461,776,126 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,890 | 3,896 | increased by1,006 |
| Apr 1, 2022 | Employees | 21 | 22 | increased by1 |
| Apr 1, 2022 | Custody | No | Yes | |
| Apr 1, 2022 | Clients | 2,815 | 2,890 | increased by75 |
| Apr 1, 2022 | AUM | $1,016,811,586 | $1,008,126,432 | decreased by$8,685,154 |
| Apr 1, 2022 | Accounts | 2,768 | 2,890 | increased by122 |
| Dec 1, 2021 | Clients | 1,269 | 2,815 | increased by1,546 |
| Dec 1, 2021 | AUM | $855,600,000 | $1,016,811,586 | increased by$161,211,586 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “LIBERTY WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“LIBERTY WEALTH” may also match similarly-named firms). Confirm identity against each filing.
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.