LIBERTY WEALTH MANAGEMENT, LLC
Company Profile
| AUM* | 1,771,930,415 40% |
| of that, discretionary | 1,562,730,055 43% |
| Private Fund GAV* | 5,023,964 |
| Avg Account Size | 398,008 28% |
| High Net Worth | 63.39% 150% |
| SMA’s | Yes |
| Private Funds | 1 |
Adviser Type
Number of Employees 45 96%
of those in investment advisory functions 24 26%
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
Recent News
Reported AUM
Private Funds
Employees
Private Funds Structure
| SEC Fund Type | Count | GAV |
|---|---|---|
| SEC Fund TypeOther Private Fund | Count1 | GAV$5,023,964 |