RIA Intel›Advisers›South Carolina›LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC

Advisory

HILTON HEAD ISLAND, SC

Data as of Mar 30, 2026 · Source: SEC Form ADV

Rank in SC
#186
of 188 advisers by AUM
Average account
$408K
across 114 accounts
AUM per adviser
$47M
1 adviser

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM
$47M
Discretionary %
0%
Clients
36
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$47M
Discretionary AUM$0
Non-Discretionary AUM$47M
Discretionary %0%
Total Clients36
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA, SC, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

SECURITY FEDERAL TRUST, INC.
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$46M
ALTAMONT ADVISORS LLC
$46M
TWENTY FIFTY CAPITAL, LLC
MT PLEASANT, SC
$47M
BATTERY WEALTH MANAGEMENT, INC.
MOUNT PLEASANT, SC
$45M
+29.0% 1Y
TELOS CAPITAL PARTNERS, LLC
MOUNT PLEASANT, SC
$45M
RINASCITA, LLC
$45M

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