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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Dec 3, 2025
- Branch Offices
- 5
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARRETT, THOMAS, JOSEPH | I | CHIEF FINANCIAL OFFICER | NA | Control |
| CANNIZZARO, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CANNIZZARO, JEFFREY, SCOTT | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| Cooper, Donna, Lynne | I | CHIEF COMPLIANCE OFFICER | NA | |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| GUIDI, RON, L | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| Gutwald, Melissa | I | CONTROLLER | NA | Control |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| HAMILTON, CANDACE, CAROLE | I | CHIEF COMPLIANCE OFFICER | NA | |
| OHEARN, NANCY, ANN | I | CONSULTANT | NA | Control |
| OHEARN, NANCY, ANN | I | CONSULTANT | NA | Control |
| OHEARN, NANCY, ANN | I | CONSULTANT | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| SULLIVAN, HEIDI, MAE | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| Sullivan, Heidi, Mae | I | CONTROLLER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| TAYLOR, DREW, WAYNE | I | CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER | NA | Control |
| HOLLANDER, DAVID, J | I | PRESIDENT | E | Control |
| HOLLANDER, DAVID, J | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | PRESIDENT/MANAGING MEMBER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
| HOLLANDER, DAVID, JAMES | I | CHAIRMAN/FOUNDER | E | Control |
Registrations
Federal
IA
Dec 3, 2025 REGISTERED
Notice Filings (21)
AZ CA CO FL GA ID IL IN MD MI NC NH NV NY OR SC TN TX UT VA WA
Address
411 30TH STREET2ND FLOOR
OAKLAND, CA 94609
United States
Phone: 510-658-1880