LIBERTY WEALTH MANAGEMENT, LLC
CRD #147860 SEC #801-69691 SANTA ANA, CA 949-724-8848
SEC Registered
Total AUM
$45M
Discretionary
$0
Employees
1
Clients
1
Accounts
67
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2012 | $45M | $0 | $45M | 1 | 26 |
| Jul 2012 | $45M | $0 | $45M | 1 | 26 |
| Jul 2012 | $45M | $0 | $45M | 1 | 26 |
| Jun 2012 | $45M | $0 | $45M | 1 | 26 |
| Jun 2012 | $45M | $0 | $45M | 1 | 26 |
| Apr 2012 | $45M | $0 | $45M | 1 | 26 |
| Feb 2012 | $45M | $0 | $45M | 1 | 26 |
| Dec 2011 | $35M | $0 | $35M | 1 | 26 |
| Jun 2011 | $35M | $0 | $35M | 5 | -- |
| Mar 2011 | $28.8M | $0 | $28.8M | 5 | -- |
| Mar 2011 | $28.8M | $0 | $28.8M | 5 | -- |
| Apr 2010 | $28.8M | $0 | $28.8M | 5 | -- |
DateJul 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateJul 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateJul 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateJun 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateJun 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateApr 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateFeb 2012
Total AUM$45M
Discretionary$0
Non-Disc.$45M
Employees1
Clients26
DateDec 2011
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees1
Clients26
DateJun 2011
Total AUM$35M
Discretionary$0
Non-Disc.$35M
Employees5
Clients--
DateMar 2011
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateMar 2011
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--
DateApr 2010
Total AUM$28.8M
Discretionary$0
Non-Disc.$28.8M
Employees5
Clients--