RIA Intel›Advisers›Florida›LIBERTY WEALTH ADVISORS, LLC

LIBERTY WEALTH ADVISORS, LLC

Advisory

N·NAPLES, FL

Data as of Jun 24, 2022 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+16.6%

3-Year CAGR

+8.3%

Employees

9

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.6B

Non-Discretionary AUM$160M

Discretionary %90.9%

Total Clients—

Team

Total Employees9

Investment Advisers14

Employee Growth (1Y)—

Filing History

Total Filings on Record54

First FilingMar 5, 2001

Latest FilingJun 24, 2022

🔒 Full AUM trend chart and 54 historical filings spanning 21+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on LIBERTY WEALTH ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.