Liquid Strategies, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Atlanta, GA. Its latest Form ADV filing, dated March 23, 2026, reports $1.4B in regulatory assets under management, 13 employees, 2 offices, and 22 accounts.
Assets Under Management
$1.4B
Employees
13
Offices
2 offices
Total Clients
22
Primary office
ATLANTA, GA
3550 LENOX ROAD NE, SUITE 2550, ATLANTA, GA, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentInvestment Cos. represent 50.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
50.0%
11
2
FIRM ASSETS, FAMILY OFFICE
31.8%
7
3
Pooled Investment Vehicles
9.1%
2
4
Other Advisers
9.1%
2
Categories with <5 clients
Other investment advisers<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of March 23, 2026
Discretionary100.0%
$1.4B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.4B
Total Accounts22
10Y AUM Change+$1.3B (+868.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees13
Clients per Employee2:1
10Y Employee Change+5 (+62.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.