Liberty Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Oakland, CA. Its latest Form ADV filing, dated March 31, 2026, reports $1.7B in regulatory assets under management, 43 employees, 6 offices, and 4,338 accounts.
Assets Under Management
$1.7B
Employees
43
Offices
6 offices
Total Clients
1,554
Primary office
OAKLAND, CA
411 30TH STREET, 2ND FLOOR, OAKLAND, CA, United States
Top client segmentHNWI represent 64.0% of total clients.
Top client categories% of clientsClients
1
HNWI
64.0%
995
2
Individuals
33.1%
515
3
Pension Plans
1.9%
29
4
Corporations
1.0%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.7Bas of March 31, 2026
Discretionary90.6%
$1.6B
91% of total RAUM90.6%
Non-discretionary9.4%
$163M
9% of total RAUM9.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.7B
Total Accounts4,338
10Y AUM Change+$1.7B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees43
Clients per Employee36:1
10Y Employee Change+20 (+87.0%)
* 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.