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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 Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 123 | 114 | decreased by9 |
| Apr 1, 2026 | AUM | $60,836,594 | $59,866,605 | decreased by$969,989 |
| Apr 1, 2026 | Accounts | 133 | 122 | decreased by11 |
| May 1, 2025 vs Oct 1, 2022 | Registration | APPROVED-120 | APPROVED | |
| May 1, 2025 vs Oct 1, 2022 | AUM | $0 | $60,836,594 | increased by$60,836,594 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 0 | 133 | increased by133 |
| Sep 1, 2022 | Registration | — | APPROVED-120 |
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.