Liberty Wealth Management
Asset Manager SEC-registered adviser
Legal name: Liberty Wealth Management, LLC
AUM
$1.7B
Regulatory AUM
Private funds
1
Other 1
Private fund assets
—
Employees
43
Last Form D raise
—
From SEC Form ADV filing (filed Sep 2, 2026). View on SEC
People(1)
Owners and executive officers named on the firm's SEC Form ADV.
D
Funds(1)
Private funds reported on Form ADV, with amounts raised from the funds' SEC Form D filings.
| Fund | Type | Gross assets | Raised (Form D) | Investors | Last Form D | Recency |
|---|---|---|---|---|---|---|
| Liberty Alternative Asset Management, LLC | Other | $5.0M | — | — | — |
Board seats
Companies whose SEC Form D filings name one of this firm's people as a director, matched by name and office ZIP code.
No board seats matched from SEC filings yet.
Regulatory identifiers
- CRD number
- 286001
- SEC file number
- 801-112351
Sources
- SEC Form ADV Oct 14, 2026