Key facts
- LIBERTY WEALTH MANAGEMENT, LLC is a other based in OAKLAND, CA.
- LIBERTY WEALTH MANAGEMENT, LLC has 1 fund on record, raising $14.4M across the 1 that report a size.
- LIBERTY WEALTH MANAGEMENT, LLC reports $85K in regulatory assets under management across 1 private fund, per its SEC Form ADV (2026-03).
Registered with the SEC
Form ADV · 2026-03 · CRD 286001- Regulatory AUM
- $85K
- Private fund assets
- $5.0M
- Private funds
- 1 · 1 other
- Staff
- 43
- Registered office
- OAKLAND, CA
- SEC status
- Approved
Source: SEC Investment Adviser Public Disclosure, Form ADV.
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Portfolio
Portfolio — not yet on record
No portfolio companies for LIBERTY WEALTH MANAGEMENT, LLC are on record yet. Positions surface from round participations, filings, and coverage.
Pro members can request priority coverage with a 48-hour turnaround.
Funds
1 recorded- Liberty Wealth Protection Fund, L.P.2009$14.4M
$14.4M raised across the 1 fund that report a size
Frequently asked
- What is LIBERTY WEALTH MANAGEMENT, LLC's AUM?
- LIBERTY WEALTH MANAGEMENT, LLC manages approximately $85K in assets.