A complete list of active advisors currently associated with Liberty Wealth Management, LLC
Warmer can help you find a great advisor at Liberty Wealth Management, LLC or one who fits your needs even better.
Liberty Wealth Management, LLC is an SEC‑registered advisory firm that serves individuals (including high‑net‑worth clients), trusts, estates, retirement plans, corporations, and other entities. It provides investment management, financial planning, ERISA retirement and employee‑benefit plan services, third‑party manager referrals, 529 college planning, and educational seminars and workshops. The firm uses a mix of centrally developed models and Adviser Representative‑developed strategies, documents objectives with Investment Policy Statements, and employs quantitative and fundamental analysis to construct diversified portfolios that may include mutual funds, ETFs, fixed income, real‑estate positions, and private market investments. Liberty also integrates third‑party managers (for example, Inland Securities, SEI, SVL Investment Management, and The Pacific Financial Group), coordinates implementation with outside professionals, and conducts periodic portfolio reviews and rebalancing. Liberty is notable for its broader corporate structure and alternative‑investment activity: its Form ADV discloses affiliated businesses that include a law practice, a tax preparation entity, a real‑estate management company, and an insurance field‑marketing affiliate, and it operates Liberty Alternative Asset Management as a feeder/private‑fund conduit to private energy funds. The firm discloses performance‑based fee arrangements and fund‑sponsorship activity, maintains multiple offices, and offers ongoing client education programs, features that are less common among similar team‑style advisory firms.
To learn more about the advisors currently working at Liberty Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Liberty Wealth Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
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