LIBERTY WEALTH MANAGERS LLC
Legal name: LIBERTY WEALTH MANAGERS
CRD #322131 SEC #801-126337 NEW YORK, NY 267-864-8259
SEC Registered
Total AUM
$60.8M
Discretionary
$0
Employees
2
Clients
--
Accounts
133
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $60.8M | $0 | $60.8M | 2 | 0 |
| Mar 2024 | $58.3M | $0 | $58.3M | 2 | 0 |
| Dec 2023 | $69.6M | $0 | $69.6M | 2 | 1 |
| May 2023 | $69.6M | $0 | $69.6M | 2 | 1 |
| Apr 2023 | $69.6M | $0 | $69.6M | 2 | 1 |
| Mar 2023 | $69.6M | $0 | $69.6M | 2 | 1 |
| Dec 2022 | $69.6M | $0 | $69.6M | 2 | 1 |
| Dec 2022 | $69.6M | $0 | $69.6M | 2 | 1 |
| Dec 2022 | $69.6M | $0 | $69.6M | 2 | 1 |
DateMar 2025
Total AUM$60.8M
Discretionary$0
Non-Disc.$60.8M
Employees2
Clients0
DateMar 2024
Total AUM$58.3M
Discretionary$0
Non-Disc.$58.3M
Employees2
Clients0
DateDec 2023
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateMay 2023
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateApr 2023
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateMar 2023
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateDec 2022
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateDec 2022
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1
DateDec 2022
Total AUM$69.6M
Discretionary$0
Non-Disc.$69.6M
Employees2
Clients1