LIBERTY WEALTH MANAGEMENT, LLC

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Company Profile

As of Date:

09/10/2024

Adviser Type:

- Large advisory firm

Number of Employees:

23 4.55%

of those in investment advisory functions:

19 26.67%

AUM:

1,261,571,831 27.87%

of that, discretionary:

1,093,038,130 24.78%

Private Fund GAV:

6,951,818 -27.31%

Avg Account Size:

357,690 30.63%

% High Net Worth:

25.32% 362.93%

SMA’s:

YES

Private Funds:

1

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
902M 773M 644M 516M 387M 258M 129M
2017 2018 2019 2020 2021 2022 2023

Recent News

Small custodians, big business
04/01/2021

“We haven’t noticed any difference over the last two months,” Jim Gladney, CEO of $1.6 billion wealth management firm Portfolio Solutions and $175 million RIA Liberty Wealth ...

financial-planning.com


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $6,951,818

Private Funds



Employees




Related Companies

Adviser City, State AUM Employees SMA’s Private Funds
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