RIA Intel›Advisers›California›LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC

Advisory

N·OAKLAND, CA

Data as of Jul 16, 2018 · Source: SEC Form ADV

Total AUM

$357M

1-Year AUM Growth

-58.4%

3-Year CAGR

-15.5%

Employees

16

Assets Under Management

Total AUM$357M

Discretionary AUM$1M

Non-Discretionary AUM$356M

Discretionary %0.4%

Total Clients—

Team

Total Employees16

Investment Advisers23

Employee Growth (1Y)—

Filing History

Total Filings on Record39

First FilingApr 11, 2008

Latest FilingJul 16, 2018

🔒 Full AUM trend chart and 39 historical filings spanning 10+ 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 MANAGEMENT, LLC

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