LIBERTY WEALTH MANAGEMENT, LLC
CRD #106036 SEC #801-64934 OAKLAND, CA 510-658-1880
SEC Registered Broker-Dealer
Total AUM
$356.8M
Discretionary
$1.3M
Employees
23
Clients
1
Accounts
94
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2018 | $356.8M | $1.3M | $355.5M | 23 | 40 |
| Jul 2018 | $356.8M | $1.3M | $355.5M | 23 | 40 |
| Mar 2018 | $857.9M | $317.4M | $540.5M | 23 | 1,300 |
| Sep 2017 | $857.9M | $317.4M | $540.5M | 23 | 500 |
| Aug 2017 | $857.9M | $317.4M | $540.5M | 23 | 500 |
| Mar 2017 | $857.9M | $317.4M | $540.5M | 23 | 500 |
| Mar 2017 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Feb 2017 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Jan 2017 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Sep 2016 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Apr 2016 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Mar 2016 | $683.1M | $253.4M | $429.7M | 23 | 500 |
| Nov 2015 | $623.9M | $212M | $411.8M | 23 | 500 |
| Oct 2015 | $623.9M | $212M | $411.8M | 23 | 500 |
| Mar 2015 | $623.9M | $212M | $411.8M | 23 | 500 |
| Feb 2015 | $506.8M | $161.1M | $345.7M | 23 | 500 |
| Apr 2014 | $506.8M | $161.1M | $345.7M | 23 | 500 |
| Mar 2014 | $506.1M | $161.1M | $345M | 23 | 500 |
| Oct 2013 | $135M | $36.1M | $98.8M | 23 | 500 |
| Aug 2013 | $135M | $36.1M | $98.8M | 23 | 500 |
| Jun 2013 | $135M | $36.1M | $98.8M | 23 | 500 |
| Mar 2013 | $135M | $36.1M | $98.8M | 23 | 500 |
| Feb 2013 | $179M | $19.5M | $159.5M | 23 | 813 |
| Dec 2012 | $179M | $19.5M | $159.5M | 23 | 813 |
| Apr 2012 | $179M | $19.5M | $159.5M | 11 | 813 |
| Mar 2012 | $179M | $19.5M | $159.5M | 11 | 813 |
| Feb 2011 | $391.7M | $65.7M | $326M | -- | -- |
| Feb 2011 | $391.7M | $65.7M | $326M | -- | -- |
| Jan 2011 | $188.1M | $49.5M | $138.6M | -- | -- |
| Aug 2010 | $188.1M | $49.5M | $138.6M | -- | -- |
| Sep 2009 | $98.9M | $52.1M | $46.8M | -- | -- |
| Mar 2009 | $98.9M | $52.1M | $46.8M | -- | -- |
DateJul 2018
Total AUM$356.8M
Discretionary$1.3M
Non-Disc.$355.5M
Employees23
Clients40
DateJul 2018
Total AUM$356.8M
Discretionary$1.3M
Non-Disc.$355.5M
Employees23
Clients40
DateMar 2018
Total AUM$857.9M
Discretionary$317.4M
Non-Disc.$540.5M
Employees23
Clients1,300
DateSep 2017
Total AUM$857.9M
Discretionary$317.4M
Non-Disc.$540.5M
Employees23
Clients500
DateAug 2017
Total AUM$857.9M
Discretionary$317.4M
Non-Disc.$540.5M
Employees23
Clients500
DateMar 2017
Total AUM$857.9M
Discretionary$317.4M
Non-Disc.$540.5M
Employees23
Clients500
DateMar 2017
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateFeb 2017
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateJan 2017
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateSep 2016
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateApr 2016
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateMar 2016
Total AUM$683.1M
Discretionary$253.4M
Non-Disc.$429.7M
Employees23
Clients500
DateNov 2015
Total AUM$623.9M
Discretionary$212M
Non-Disc.$411.8M
Employees23
Clients500
DateOct 2015
Total AUM$623.9M
Discretionary$212M
Non-Disc.$411.8M
Employees23
Clients500
DateMar 2015
Total AUM$623.9M
Discretionary$212M
Non-Disc.$411.8M
Employees23
Clients500
DateFeb 2015
Total AUM$506.8M
Discretionary$161.1M
Non-Disc.$345.7M
Employees23
Clients500
DateApr 2014
Total AUM$506.8M
Discretionary$161.1M
Non-Disc.$345.7M
Employees23
Clients500
DateMar 2014
Total AUM$506.1M
Discretionary$161.1M
Non-Disc.$345M
Employees23
Clients500
DateOct 2013
Total AUM$135M
Discretionary$36.1M
Non-Disc.$98.8M
Employees23
Clients500
DateAug 2013
Total AUM$135M
Discretionary$36.1M
Non-Disc.$98.8M
Employees23
Clients500
DateJun 2013
Total AUM$135M
Discretionary$36.1M
Non-Disc.$98.8M
Employees23
Clients500
DateMar 2013
Total AUM$135M
Discretionary$36.1M
Non-Disc.$98.8M
Employees23
Clients500
DateFeb 2013
Total AUM$179M
Discretionary$19.5M
Non-Disc.$159.5M
Employees23
Clients813
DateDec 2012
Total AUM$179M
Discretionary$19.5M
Non-Disc.$159.5M
Employees23
Clients813
DateApr 2012
Total AUM$179M
Discretionary$19.5M
Non-Disc.$159.5M
Employees11
Clients813
DateMar 2012
Total AUM$179M
Discretionary$19.5M
Non-Disc.$159.5M
Employees11
Clients813
DateFeb 2011
Total AUM$391.7M
Discretionary$65.7M
Non-Disc.$326M
Employees--
Clients--
DateFeb 2011
Total AUM$391.7M
Discretionary$65.7M
Non-Disc.$326M
Employees--
Clients--
DateJan 2011
Total AUM$188.1M
Discretionary$49.5M
Non-Disc.$138.6M
Employees--
Clients--
DateAug 2010
Total AUM$188.1M
Discretionary$49.5M
Non-Disc.$138.6M
Employees--
Clients--
DateSep 2009
Total AUM$98.9M
Discretionary$52.1M
Non-Disc.$46.8M
Employees--
Clients--
DateMar 2009
Total AUM$98.9M
Discretionary$52.1M
Non-Disc.$46.8M
Employees--
Clients--