LIBERTY WEALTH MANAGEMENT, LLC

411 30th Street
2nd Floor
Oakland, California 94609
Tel: 510-658-1880

About LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC, formally registered with the SEC as LIBERTY WEALTH MANAGEMENT, LLC. The firm was established in 01/19/2018. They have over 6 offices throughout the country.

LIBERTY WEALTH MANAGEMENT, LLC is a Oakland, California based Financial Planning firm with nearly $1,222,778,986 assets under management, offering retirement planning & investment advisory services to 3414 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	286001
SEC#	801-112351
Assets Managed by Firm	$1,222,778,986
No. of Clients	3414
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Performance Based
Other (THIRD-PARTY MANAGEMENT PROGRAM)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops
Other (THIRD-PARTY MANAGEMENT PROGRAM)

Firm Client Information

	No. of Clients	AUM
Firm Total	3414	$1,222,778,986
Individuals (other than high net worth individuals)	998	$367,201,090
High net worth individuals	360	$831,412,142
Pension and profit sharing plans	58	$21,170,866
Corporations or other businesses	7	$2,994,888

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