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LIBERTY WEALTH MANAGERS
Legal name: LIBERTY WEALTH MANAGERS LLC
CRD 322131File 801-126337
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$59.9M
Bottom 25% of cohort (national)
Discretionary AUM
$0
Non-discretionary $59.9M
Clients
114
122 accounts
Employees
2
Bottom 25% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Dec 9, 2022
- Principal office
- 1185 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036
- Phone
- 267-864-8259
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $59.9M
- Discretionary AUM
- $0
- Non-discretionary AUM
- $59.9M
- Discretionary accounts
- 0
- Non-discretionary accounts
- 122
- Total accounts
- 122
- AUM per client
- $525K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 24 | $28.5M |
| Individuals (other than high net worth individuals) | 90 | $31.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER
- A percentage of assets under your management
Advisory activities
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- 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.