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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY LWA HOLDINGS LLC | DE | MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| LIBERTY QUINTESS, LLC | DE | MANAGING MEMBER | E | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| PARRY, RICHARD, MICHAEL | I | CHIEF COMPLIANCE OFFICER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
| R. MICHAEL PARRY ENTERPRISES, LLC | DE | MANAGING MEMBER | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | LIBERTY QUINTESS, LLC | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| GLADNEY, JAMES, SCOTT | I | JAMES S. GLADNEY 1992 REVOCABLE TRUST | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| JAMES S. GLADNEY 1992 REVOCABLE TRUST | DE | LIBERTY LWA HOLDINGS LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
| PARRY, RICHARD, MICHAEL | I | R. MICHAEL PARRY ENTERPRISES, LLC | E | Control |
Registrations
Federal
IA
Mar 30, 2021 REGISTERED
Notice Filings (6)
CT FL NH NJ NY RI
Address
707 SUMMER STREET4TH FLOOR
STAMFORD, CT 06901
United States
Phone: 203-323-6666