Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
384019328
SEC advisor number
801-112351
FINRA CRD number
286001
AUM ?
$1.22 bn
(as of 21 Feb 24)
Accounts
3,414
(as of 21 Feb 24)
Employees
22
(18 investment advisory or research)
Address
Liberty Wealth Management
411 30TH STREET
2ND FLOOR
OAKLAND
CA 94609
411 30TH STREET
2ND FLOOR
OAKLAND
CA 94609
Phone
510-658-1880
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
9 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
10 Aug 23
13F-HR
Quarterly holdings report by institutional manager
3 May 23
13F-HR
Quarterly holdings report by institutional manager
15 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
9 May 22
13F-HR
Quarterly holdings report by institutional manager
15 Feb 22
13F-HR
Quarterly holdings report by institutional manager
15 Nov 21
13F-HR/A
Quarterly holdings report by institutional manager (amended)
13 Aug 21