Newport Beach, CA Office

Liberty Wealth Management, LLC is an SEC‑registered advisory firm that provides investment management, financial planning, 529 college‑savings planning, ERISA retirement plan services, and access to third‑party manager programs for individuals (including high‑net‑worth clients), trusts, estates, and institutional clients. The firm’s brochure also describes complimentary educational seminars and workshops the firm offers for groups seeking general investment and personal finance instruction.

The firm combines centrally developed models with Adviser‑Representative‑developed strategies and manages accounts on both discretionary and non‑discretionary bases, often using third‑party managers and institutional share classes (including directly held American Funds F‑2 share classes) where appropriate. Its disclosure materials emphasize access to private market investments and structured offerings — including an affiliated vehicle that serves as a feeder to a private energy fund — and note that such investments are subject to product‑review processes and investor eligibility requirements.

What distinguishes Liberty from many team firms is its explicit network of affiliated businesses and private‑fund activity: the ADV describes affiliated legal, tax/preparation, and real‑estate management entities and an affiliated alternative‑asset manager that participates in private fund economics (including carried interest and related performance‑based compensation). The brochure also details the firm’s procedures for managing resulting conflicts of interest, its third‑party manager referrals, and its written privacy and information‑security policies (including use‑limits and oversight for approved AI tools).