LIBERTY WEALTH ADVISORS, LLC
CRD #161997 SEC #801-76718 STAMFORD, CT 203-323-6666
SEC Registered
Total AUM
$184.3M
Discretionary
$32M
Employees
4
Clients
1
Accounts
439
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2021 | $184.3M | $32M | $152.3M | 4 | 4 |
| Oct 2020 | $170.9M | $26.4M | $144.5M | 4 | 8 |
| Jun 2020 | $170.9M | $26.4M | $144.5M | 4 | 8 |
| Jun 2020 | $170.9M | $26.4M | $144.5M | 4 | 8 |
| Mar 2020 | $170.9M | $26.4M | $144.5M | 4 | 8 |
| Mar 2020 | $170.9M | $26.4M | $144.5M | 4 | 8 |
| Dec 2019 | $144.6M | $9.5M | $135M | 4 | 8 |
| Mar 2019 | $144.6M | $9.5M | $135M | 4 | 8 |
| Mar 2018 | $143.2M | $11.5M | $131.8M | 4 | 8 |
| Mar 2017 | $151.5M | $14.9M | $136.6M | 4 | 200 |
| Nov 2016 | $146.8M | $3.4M | $143.4M | 5 | 150 |
| Mar 2016 | $146.8M | $3.4M | $143.4M | 5 | 150 |
| Feb 2015 | $127.3M | $1.7M | $125.6M | 5 | 175 |
| Mar 2014 | $124.7M | $1.6M | $123.1M | 6 | 140 |
| Nov 2013 | $115.3M | $509.1K | $114.8M | 5 | 140 |
| Sep 2013 | $115.3M | $509.1K | $114.8M | 5 | 140 |
| May 2013 | $115.3M | $509.1K | $114.8M | 5 | 140 |
| Mar 2013 | $115.3M | $509.1K | $114.8M | 5 | 140 |
| Oct 2012 | $109.7M | $0 | $109.7M | -- | 0 |
| Sep 2012 | $109.7M | $0 | $109.7M | -- | 0 |
| May 2012 | $0 | $0 | $0 | -- | 0 |
DateMar 2021
Total AUM$184.3M
Discretionary$32M
Non-Disc.$152.3M
Employees4
Clients4
DateOct 2020
Total AUM$170.9M
Discretionary$26.4M
Non-Disc.$144.5M
Employees4
Clients8
DateJun 2020
Total AUM$170.9M
Discretionary$26.4M
Non-Disc.$144.5M
Employees4
Clients8
DateJun 2020
Total AUM$170.9M
Discretionary$26.4M
Non-Disc.$144.5M
Employees4
Clients8
DateMar 2020
Total AUM$170.9M
Discretionary$26.4M
Non-Disc.$144.5M
Employees4
Clients8
DateMar 2020
Total AUM$170.9M
Discretionary$26.4M
Non-Disc.$144.5M
Employees4
Clients8
DateDec 2019
Total AUM$144.6M
Discretionary$9.5M
Non-Disc.$135M
Employees4
Clients8
DateMar 2019
Total AUM$144.6M
Discretionary$9.5M
Non-Disc.$135M
Employees4
Clients8
DateMar 2018
Total AUM$143.2M
Discretionary$11.5M
Non-Disc.$131.8M
Employees4
Clients8
DateMar 2017
Total AUM$151.5M
Discretionary$14.9M
Non-Disc.$136.6M
Employees4
Clients200
DateNov 2016
Total AUM$146.8M
Discretionary$3.4M
Non-Disc.$143.4M
Employees5
Clients150
DateMar 2016
Total AUM$146.8M
Discretionary$3.4M
Non-Disc.$143.4M
Employees5
Clients150
DateFeb 2015
Total AUM$127.3M
Discretionary$1.7M
Non-Disc.$125.6M
Employees5
Clients175
DateMar 2014
Total AUM$124.7M
Discretionary$1.6M
Non-Disc.$123.1M
Employees6
Clients140
DateNov 2013
Total AUM$115.3M
Discretionary$509.1K
Non-Disc.$114.8M
Employees5
Clients140
DateSep 2013
Total AUM$115.3M
Discretionary$509.1K
Non-Disc.$114.8M
Employees5
Clients140
DateMay 2013
Total AUM$115.3M
Discretionary$509.1K
Non-Disc.$114.8M
Employees5
Clients140
DateMar 2013
Total AUM$115.3M
Discretionary$509.1K
Non-Disc.$114.8M
Employees5
Clients140
DateOct 2012
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees--
Clients0
DateSep 2012
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees--
Clients0
DateMay 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0