LIBERTY WEALTH ADVISORS, LLC
CRD #107774 SEC #801-56681 NAPLES, FL 800-4483550
SEC Registered
Total AUM
$1.8B
Discretionary
$1.6B
Employees
14
Clients
26
Accounts
2,090
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $1.8B | $1.6B | $160M | 14 | 0 |
| Jan 2022 | $1.8B | $1.6B | $160M | 14 | 0 |
| Jan 2022 | $1.8B | $1.6B | $160M | 14 | 0 |
| Jan 2022 | $1.8B | $1.6B | $160M | 14 | 0 |
| Sep 2021 | $1.5B | $1.5B | $0 | 13 | 0 |
| Mar 2021 | $1.5B | $1.5B | $0 | 13 | 0 |
| Nov 2020 | $1.4B | $1.4B | $0 | 14 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 14 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 14 | 0 |
| Mar 2019 | $1.4B | $1.4B | $0 | 14 | 0 |
| Dec 2018 | $1.5B | $1.5B | $0 | 14 | 0 |
| Mar 2018 | $1.5B | $1.5B | $0 | 14 | 0 |
| Nov 2017 | $1.4B | $1.4B | $0 | 19 | 0 |
| Nov 2017 | $1.4B | $1.4B | $0 | 19 | 600 |
| Mar 2017 | $1.4B | $1.4B | $0 | 19 | 600 |
| May 2016 | $1.4B | $1.4B | $0 | 19 | 627 |
| Mar 2016 | $1.4B | $1.4B | $0 | 15 | 627 |
| Feb 2016 | $1.4B | $1.4B | $0 | 18 | 600 |
| Nov 2015 | $1.4B | $1.4B | $0 | 18 | 600 |
| Mar 2015 | $1.4B | $1.4B | $0 | 18 | 600 |
| Feb 2015 | $1.3B | $1.3B | $0 | 22 | 600 |
| Dec 2014 | $1.3B | $1.3B | $0 | 22 | 600 |
| Nov 2014 | $1.3B | $1.3B | $0 | 22 | 600 |
| Apr 2014 | $1.3B | $1.3B | $0 | 22 | 600 |
| Apr 2014 | $1.3B | $1.3B | $0 | 22 | 600 |
| Mar 2014 | $1.3B | $1.3B | $0 | 22 | 600 |
| Apr 2013 | $1.2B | $1.2B | $0 | 18 | 600 |
| Apr 2013 | $1.2B | $1.2B | $0 | 18 | 600 |
| Mar 2013 | $1.2B | $1.2B | $0 | 18 | 600 |
| Jul 2012 | $960.8M | $960.8M | $0 | 6 | 600 |
| Mar 2012 | $960.8M | $960.8M | $0 | 6 | 600 |
| Mar 2011 | $880.8M | $880.8M | $0 | 10 | -- |
| Jun 2010 | $751.2M | $751.2M | $0 | 10 | -- |
| Mar 2009 | $592.6M | $592.6M | $0 | 10 | -- |
| Mar 2008 | $804.6M | $804.6M | $0 | 10 | -- |
| Oct 2007 | $781M | $781M | $0 | 10 | -- |
| Jan 2007 | $781M | $781M | $0 | 10 | -- |
| Jan 2007 | $781M | $781M | $0 | 10 | -- |
| Jan 2006 | $571M | $571M | $0 | 10 | -- |
| Feb 2005 | $435.9M | $435.9M | $0 | 5 | -- |
| Jan 2005 | $425M | $425M | $0 | 5 | -- |
| Dec 2004 | $233M | $233M | $0 | 5 | -- |
| Aug 2004 | $340M | $340M | $0 | 5 | -- |
| May 2004 | $310M | $310M | $0 | 5 | -- |
DateJun 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$160M
Employees14
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$160M
Employees14
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$160M
Employees14
Clients0
DateJan 2022
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$160M
Employees14
Clients0
DateSep 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateMar 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees13
Clients0
DateNov 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees14
Clients0
DateDec 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees14
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients0
DateNov 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients600
DateMar 2017
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients600
DateMay 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees19
Clients627
DateMar 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients627
DateFeb 2016
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients600
DateNov 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients600
DateMar 2015
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees18
Clients600
DateFeb 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateDec 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateNov 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateApr 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateApr 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateMar 2014
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees22
Clients600
DateApr 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients600
DateApr 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients600
DateMar 2013
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees18
Clients600
DateJul 2012
Total AUM$960.8M
Discretionary$960.8M
Non-Disc.$0
Employees6
Clients600
DateMar 2012
Total AUM$960.8M
Discretionary$960.8M
Non-Disc.$0
Employees6
Clients600
DateMar 2011
Total AUM$880.8M
Discretionary$880.8M
Non-Disc.$0
Employees10
Clients--
DateJun 2010
Total AUM$751.2M
Discretionary$751.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$592.6M
Discretionary$592.6M
Non-Disc.$0
Employees10
Clients--
DateMar 2008
Total AUM$804.6M
Discretionary$804.6M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees10
Clients--
DateJan 2007
Total AUM$781M
Discretionary$781M
Non-Disc.$0
Employees10
Clients--
DateJan 2006
Total AUM$571M
Discretionary$571M
Non-Disc.$0
Employees10
Clients--
DateFeb 2005
Total AUM$435.9M
Discretionary$435.9M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$425M
Discretionary$425M
Non-Disc.$0
Employees5
Clients--
DateDec 2004
Total AUM$233M
Discretionary$233M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$340M
Discretionary$340M
Non-Disc.$0
Employees5
Clients--
DateMay 2004
Total AUM$310M
Discretionary$310M
Non-Disc.$0
Employees5
Clients--