RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
New Jersey
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 31, 2025
Branch Offices
2

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
VENTRELLA, LUCIO, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERIEXPAT CLIENT DIRECTOR AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control
VENTRELLA, LUCIO, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERIMANAGING MEMBER AND CHIEF COMPLIANCE OFFICERRE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control
VENTRELLA, LUCIO, CHRISTOPHERICEO, EXPAT CLIENT DIRECTOR, AND CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
Mar 31, 2025 REGISTERED

Notice Filings (15)

CA CO FL GA MD MI NC NH NJ NY OH OR PA TX WA

Address

1185 AVENUE OF THE AMERICAS
3RD FLOOR
NEW YORK, NY 10036
United States
Phone: 267-864-8259