RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 24, 2022
Branch Offices
5

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
AFFATATO, FLORENCE, ANNEIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
AFFATATO, FLORENCE, ANNEIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
AFFATATO, FLORENCE, ANNEIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
AFFATATO, FLORENCE, ANNEIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
AFFATATO, FLORENCE, ANNEIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
Affatato, Florence, AnneIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
Affatato, Florence, AnneIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
Affatato, Florence, AnneIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
Affatato, Florence, AnneIGENERAL COUNSEL/CHIEF COMPLIANCE OFFICERNA Control
BENNYHOFF, DONALD, GEORGEIINVESTMENT COMMITTEE CHAIRMAN AND DIRECTOR OF INVESTOR EDUCATIONNA Control
BENNYHOFF, DONALD, GEORGEIINVESTMENT COMMITTEE CHAIRMAN AND DIRECTOR OF INVESTOR EDUCATIONNA Control
BENNYHOFF, DONALD, GEORGEICHIEF INVESTMENT OFFICERNA Control
BENNYHOFF, DONALD, GEORGEICHIEF INVESTMENT OFFICERNA Control
BENNYHOFF, DONALD, GEORGEICHIEF INVESTMENT OFFICERNA Control
BENNYHOFF, DONALD, GEORGEICHIEF INVESTMENT OFFICERNA Control
BENNYHOFF, DONALD, GEORGEICHIEF INVESTMENT OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICER/OPERATING OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICER/OPERATING OFFICERNA Control
BERGMANN, JOHN, R.ICHIEF FINANCIAL OFFICER/OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTICHIEF FINANCIAL OFFICER/CHIEF OPERATING OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTIPRESIDENTNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
BERGMANN, JOHN, ROBERTIPRESIDENT AND CHIEF COMPLIANCE OFFICERNA Control
FERRI, RICHARD, ALANIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
FERRI, RICHARD, ALANIMANAGING PARTNER, CHIEF COMPLIANCE OFFICERNA Control
FERRI, RICHARD, ALANIFOUNDERNA Control
FERRI, RICHARD, ALANIFOUNDERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND MANAGING PARTNERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND MANAGING PARTNERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND MANAGING PARTNERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND MANAGING PARTNERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
GLADNEY, JAMES, SCOTTICHAIRMAN AND CHIEF EXECUTIVE OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
WATSON, ANTHONY, ROBERTICHIEF INVESTMENT OFFICERNA Control
FERRI, RICHARD, ALANIPRESIDENTE Control
FERRI, RICHARD, ALANIPRESIDENTE Control
FERRI, RICHARD, ALANIPRESIDENTE Control
FERRI, RICHARD, ALANIPRESIDENTE Control
FERRI, RICHARD, ALANIPRESIDENTE Control
FERRI, RICHARD, ALANIPRESIDENTE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
LIBERTY PS HOLDINGS, LLCDEMEMBERE Control
FERRI, RICHARD, ALANICEO, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANICEO, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANICEO & DIRECTOR OF RESEARCHD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANICEO, CHIEF COMPLIANCE OFFICER, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANICEO, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANICEO, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANICEO, DIRECTOR OF RESEACHD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDERD Control
FERRI, RICHARD, ALANIFOUNDER, MEMBERD Control
LIBERTY PS HOLDINGS, LLCDEMANAGER AND MEMBERD Control
LIBERTY PS HOLDINGS, LLCDEMANAGER AND MEMBERD Control
LIBERTY PS HOLDINGS, LLCDEMEMBERD Control
LIBERTY PS HOLDINGS, LLCDEMEMBERD Control
LIBERTY PS HOLDINGS, LLCDEMEMBERD Control
RICK FERRI, LLCDEMANAGER AND MEMBERD Control
RICK FERRI, LLCDEMANAGER AND MEMBERD Control
RICK FERRI, LLCDEMEMBERD Control
RICK FERRI, LLCDEMEMBERD Control
RICK FERRI, LLCDEMEMBERD Control
RICK FERRI, LLCDEMEMBERC Control
RICK FERRI, LLCDENON-VOTING MEMBERC Control
SALASKE, SCOTT, C.IPRESIDENT, CHIEF COMPLIANCE OFFICER, CFO, COO, CLOC Control
SALASKE, SCOTT, C.IPRESIDENT, CHIEF COMPLIANCE OFFICER, CFO, COO, CLOC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT, CFO, COO, CLOC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT, CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, C.IPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, CHRISTOPHERIPRESIDENT & CHIEF COMPLIANCE OFFICERC Control
SALASKE, SCOTT, CHRISTOPHERIPRESIDENT, CHIEF COMPLIANCE OFFICER, MEMBERC Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control
SALASKE, SCOTT, C.IVICE PRESIDENTB Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
FERRI, RICHARD, ALANIRICK FERRI, LLCE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
GLADNEY, JAMES, SCOTTIJAMES S. GLADNEY 1992 REVOCABLE TRUSTE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control
JAMES S. GLADNEY 1992 REVOCABLE TRUSTDELIBERTY PS HOLDINGS, LLCE Control

Registrations

Federal

IA
Jun 24, 2022 REGISTERED

Notice Filings (37)

AL AZ CA CO CT DE FL GA IA ID IL IN LA MA MD ME MI MN MO NC ND NH NJ NM NV NY OH OR PA RI SC TN TX UT VA WA WI

Address

4851 TAMIAMI TRAIL N.
SUITE 200
NAPLES, FL 34103
United States
Phone: 800-4483550