LIBERTY WEALTH MANAGEMENT, LLC
CRD #286001 SEC #801-112351 OAKLAND, CA 510-658-1880
SEC Registered Private Funds
Total AUM
$1.5B
Discretionary
$1.3B
Employees
21
Clients
51
Accounts
3,896
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $1.5B | $1.3B | $148.6M | 21 | 62 |
| Aug 2025 | $1.5B | $1.3B | $148.6M | 21 | 62 |
| Aug 2025 | $1.5B | $1.3B | $148.6M | 21 | 62 |
| Mar 2025 | $1.5B | $1.3B | $148.6M | 21 | 62 |
| Feb 2025 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Jan 2025 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Nov 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Oct 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Oct 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Sep 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Sep 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Feb 2024 | $1.2B | $1.1B | $129.7M | 22 | 55 |
| Jan 2024 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Sep 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Sep 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| May 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Apr 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Apr 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Apr 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Feb 2023 | $986.6M | $875.9M | $110.7M | 22 | 34 |
| Nov 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Nov 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Oct 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Aug 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| May 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Apr 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Mar 2022 | $1B | $893.7M | $114.5M | 22 | 34 |
| Jan 2022 | $1B | $902.2M | $114.7M | 21 | 34 |
| Nov 2021 | $1B | $902.2M | $114.7M | 21 | 34 |
| Aug 2021 | $855.6M | $756.6M | $99M | 21 | 34 |
| Jul 2021 | $855.6M | $756.6M | $99M | 21 | 34 |
| Jul 2021 | $855.6M | $756.6M | $99M | 21 | 34 |
| Jul 2021 | $855.6M | $756.6M | $99M | 21 | 34 |
| Mar 2021 | $855.6M | $756.6M | $99M | 21 | 34 |
| Oct 2020 | $990M | $832.5M | $157.6M | 21 | 34 |
| Jun 2020 | $990M | $832.5M | $157.6M | 21 | 34 |
| Mar 2020 | $990M | $832.5M | $157.6M | 21 | 34 |
| Jan 2020 | $990M | $832.5M | $157.6M | 21 | 34 |
| Jun 2019 | $892.9M | $414.2M | $478.6M | 22 | 32 |
| Apr 2019 | $892.9M | $414.2M | $478.6M | 22 | 32 |
| Apr 2019 | $892.9M | $414.2M | $478.6M | 22 | 32 |
| Feb 2019 | $892.9M | $414.2M | $478.6M | 22 | 32 |
| Feb 2019 | $892.9M | $414.2M | $478.6M | 22 | 32 |
| Nov 2018 | $922.3M | $412.2M | $510.1M | 23 | 10 |
| Aug 2018 | $511M | $383M | $128M | 20 | 10 |
| Jul 2018 | $511M | $383M | $128M | 20 | 10 |
| Jun 2018 | $474.2M | $357.8M | $116.4M | 23 | 0 |
| May 2018 | $474.2M | $357.8M | $116.4M | 23 | 0 |
| May 2018 | $474.2M | $357.8M | $116.4M | 23 | 0 |
| Feb 2018 | $0 | $0 | $0 | 23 | 0 |
| Jan 2018 | $0 | $0 | $0 | 23 | 0 |
| Dec 2017 | $0 | $0 | $0 | 23 | 0 |
DateDec 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$148.6M
Employees21
Clients62
DateAug 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$148.6M
Employees21
Clients62
DateAug 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$148.6M
Employees21
Clients62
DateMar 2025
Total AUM$1.5B
Discretionary$1.3B
Non-Disc.$148.6M
Employees21
Clients62
DateFeb 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateJan 2025
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateNov 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateOct 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateOct 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateSep 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateSep 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateFeb 2024
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$129.7M
Employees22
Clients55
DateJan 2024
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateSep 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateSep 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateMay 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateApr 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateApr 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateApr 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateFeb 2023
Total AUM$986.6M
Discretionary$875.9M
Non-Disc.$110.7M
Employees22
Clients34
DateNov 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateNov 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateOct 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateAug 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateMay 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateApr 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateMar 2022
Total AUM$1B
Discretionary$893.7M
Non-Disc.$114.5M
Employees22
Clients34
DateJan 2022
Total AUM$1B
Discretionary$902.2M
Non-Disc.$114.7M
Employees21
Clients34
DateNov 2021
Total AUM$1B
Discretionary$902.2M
Non-Disc.$114.7M
Employees21
Clients34
DateAug 2021
Total AUM$855.6M
Discretionary$756.6M
Non-Disc.$99M
Employees21
Clients34
DateJul 2021
Total AUM$855.6M
Discretionary$756.6M
Non-Disc.$99M
Employees21
Clients34
DateJul 2021
Total AUM$855.6M
Discretionary$756.6M
Non-Disc.$99M
Employees21
Clients34
DateJul 2021
Total AUM$855.6M
Discretionary$756.6M
Non-Disc.$99M
Employees21
Clients34
DateMar 2021
Total AUM$855.6M
Discretionary$756.6M
Non-Disc.$99M
Employees21
Clients34
DateOct 2020
Total AUM$990M
Discretionary$832.5M
Non-Disc.$157.6M
Employees21
Clients34
DateJun 2020
Total AUM$990M
Discretionary$832.5M
Non-Disc.$157.6M
Employees21
Clients34
DateMar 2020
Total AUM$990M
Discretionary$832.5M
Non-Disc.$157.6M
Employees21
Clients34
DateJan 2020
Total AUM$990M
Discretionary$832.5M
Non-Disc.$157.6M
Employees21
Clients34
DateJun 2019
Total AUM$892.9M
Discretionary$414.2M
Non-Disc.$478.6M
Employees22
Clients32
DateApr 2019
Total AUM$892.9M
Discretionary$414.2M
Non-Disc.$478.6M
Employees22
Clients32
DateApr 2019
Total AUM$892.9M
Discretionary$414.2M
Non-Disc.$478.6M
Employees22
Clients32
DateFeb 2019
Total AUM$892.9M
Discretionary$414.2M
Non-Disc.$478.6M
Employees22
Clients32
DateFeb 2019
Total AUM$892.9M
Discretionary$414.2M
Non-Disc.$478.6M
Employees22
Clients32
DateNov 2018
Total AUM$922.3M
Discretionary$412.2M
Non-Disc.$510.1M
Employees23
Clients10
DateAug 2018
Total AUM$511M
Discretionary$383M
Non-Disc.$128M
Employees20
Clients10
DateJul 2018
Total AUM$511M
Discretionary$383M
Non-Disc.$128M
Employees20
Clients10
DateJun 2018
Total AUM$474.2M
Discretionary$357.8M
Non-Disc.$116.4M
Employees23
Clients0
DateMay 2018
Total AUM$474.2M
Discretionary$357.8M
Non-Disc.$116.4M
Employees23
Clients0
DateMay 2018
Total AUM$474.2M
Discretionary$357.8M
Non-Disc.$116.4M
Employees23
Clients0
DateFeb 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateJan 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0
DateDec 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees23
Clients0