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LIBERTY WEALTH MANAGERS
LIBERTY WEALTH MANAGERS LLC
CRD 322131 · SEC 801-126337
1185 AVENUE OF THE AMERICAS, 3RD FLOOR, NEW YORK, NY, 10036, United States
Phone
267-864-8259
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$59.9M
Discretionary AUM
$0
Team
2 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; SETUP FEES PAID ON TRANSFER OF ASSETS FROM PRODUCT PROVIDER
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $31.3M |
| High net worth individuals | 24 | $28.5M |
States served
CA, CO, GA, MI, NJ, NY, OH, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD