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
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $7M | 31 | DCPA |
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $7M | 31 | DCPA |
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $7M | 31 | DCPA |
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $5.9M | 31 | DCPA |
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $5.9M | 31 | DCPA |
TypeOther Private Fund
GAV$7M
Investors31
AuditorDCPA
TypeOther Private Fund
GAV$7M
Investors31
AuditorDCPA
TypeOther Private Fund
GAV$7M
Investors31
AuditorDCPA
TypeOther Private Fund
GAV$5.9M
Investors31
AuditorDCPA
TypeOther Private Fund
GAV$5.9M
Investors31
AuditorDCPA