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

LIBERTY WEALTH MANAGEMENT, LLC

Advisory

N·OAKLAND, CA

Data as of Jul 20, 2026 · Source: SEC Form ADV

Total AUM

$1.7B

1-Year AUM Growth

+20.2%

3-Year CAGR

+13.4%

Employees

23

Assets Under Management

Total AUM$1.7B

Discretionary AUM$1.6B

Non-Discretionary AUM$163M

Discretionary %90.6%

Total Clients1,441

Team

Total Employees23

Investment Advisers43

Employee Growth (1Y)0.0%

Filing History

Total Filings on Record47

First FilingDec 21, 2017

Latest FilingJul 20, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 9+ 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.