Liberty Wealth Management, LLC

Registered investment adviser · Oakland, CA · CRD #286001

Form ADV data as of 2026-09-01

Regulatory assets

$1.73 billion

Total accounts

4,338

Employees

Disclosure events

Firm details

Website: https://www.facebook.com/login/?next=https%3a%2f%2fwww.facebook.com%2flibertygroupllc%2f
Telephone: 510-903-5489
SEC file number: 801-112351
Most recent Form ADV filing: 2026-07-20
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$1.56 billion
Non-discretionary regulatory assets under management	$162.7 million
Total regulatory assets under management	$1.73 billion
Discretionary accounts	3,939
Non-discretionary accounts	399
Total accounts	4,338
Regulatory assets under management attributable to non-U.S. persons	$85,041

People

Total employees (excluding clerical)	43
Employees performing investment advisory functions (including research)	23
Employees who are registered representatives of a broker-dealer	3
Employees registered as investment adviser representatives with a state	22
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	17
Firms or persons who solicit advisory clients on the firm's behalf	0

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$1.70 billion
Clients for whom a related person has custody	1,509
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	2

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based feesOther

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsOther

Affiliated related persons

Accountant or accounting firmLawyer or law firmInsurance company or agencyReal estate broker or dealerSponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Receives soft dollar benefits

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	515	$379.1 million
High net worth individuals	995	$1.29 billion
Pension and profit sharing plans (not the participants or government plans)	29	$26.9 million
Corporations or other businesses not listed above	15	$28.7 million