LIBERTY ASSET MANAGEMENT, LLC
Legal name: LIBERTY ASSET MANAGEMENT
CRD #142094 SEC #801-132496 ALLENTOWN, PA 610 398-7333
SEC Registered
Total AUM
$136.8M
Discretionary
$136.8M
Employees
8
Clients
101
Accounts
572
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 20, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MENZIES, GARY, DONALD | I | MEMBER | NA | Control |
| MENZIES, GARY, DONALD | I | MEMBER | NA | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| FRABLE, RICHARD, ERIC | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| LIBERTY WEALTH MANAGEMENT | DE | OWNER | E | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| FRABLE, RICHARD, ERIC | I | CHIEF COMPLIANCE OFFICER/MANAGING MEMBER | D | Control |
| MENZIES, GARY, DONALD | I | MEMBER | D | Control |
| MENZIES, GARY, DONALD | I | MEMBER | D | Control |
| MENZIES, GARY, DONALD | I | MEMBER | D | Control |
| MENZIES, GARY, DONALD | I | MEMBER | D | Control |
| CHUNKO, BENJAMIN, TYLER | I | OWNER | B | |
| CHUNKO, BENJAMIN, TYLER | I | OWNER | B | |
| CHUNKO, BENJAMIN, TYLER | I | OWNER | B | |
| CHUNKO, BENJAMIN, TYLER | I | OWNER | B | |
| NOTI, CHARLES, JAMES | I | OWNER | B | |
| NOTI, CHARLES, JAMES | I | OWNER | B | |
| NOTI, CHARLES, JAMES | I | OWNER | B | |
| NOTI, CHARLES, JAMES | I | OWNER | B | |
| MAYO, GARY, STEPHEN | I | OWNER | A | |
| MAYO, GARY, STEPHEN | I | OWNER | A | |
| MAYO, GARY, STEPHEN | I | OWNER | A | |
| MAYO, GARY, STEPHEN | I | OWNER | A |
Registrations
Federal
IA
Nov 20, 2025 REGISTERED
Notice Filings (3)
LA PA TX
Address
3570 HAMILTON BLVD.SUITE 301
ALLENTOWN, PA 18103
United States
Phone: 610 398-7333