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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 27, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| LATIN, RONALD, STANLEY | I | MANAGING MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Apr 27, 2012 REGISTERED
Notice Filings (1)
CA
Address
1811 EAST GARRY AVENUESANTA ANA, CA 92705
United States
Phone: 949-724-8848