{
  "crd_number": 286001,
  "slug": "liberty-wealth-management-llc-oakland-ca-286001",
  "primary_business_name": "LIBERTY WEALTH MANAGEMENT, LLC",
  "legal_name": "LIBERTY WEALTH MANAGEMENT, LLC",
  "dbas": [
    "LIBERTY GROUP"
  ],
  "city": "Oakland",
  "state": "CA",
  "country": "United States",
  "cbsa_code": "41860",
  "metro": {
    "cbsa_code": "41860",
    "common_name": "San Francisco",
    "msa_name": "San Francisco-Oakland-Fremont, CA",
    "path": "/advisors/ca/san-francisco"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2018-01-19",
  "years_registered": 8,
  "period": "2026-10-01",
  "filing_date": "2026-09-02",
  "carried_forward": false,
  "raum_total": 1725386015.0,
  "raum_discretionary": 1562730055.0,
  "raum_non_discretionary": 162655960.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 43,
  "advisory_employees": 23,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 0.0,
      "count": 0
    },
    "individuals": {
      "raum": 379103159.0,
      "count": 515
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 26892527.0,
      "count": 29
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 1290728143.0,
      "count": 995
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 28662186.0,
      "count": 15
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "educational_seminars",
    "financial_planning",
    "other",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "ID",
    "IL",
    "IN",
    "MD",
    "MI",
    "NC",
    "NH",
    "NV",
    "NY",
    "OR",
    "SC",
    "TN",
    "TX",
    "UT",
    "VA",
    "WA"
  ],
  "websites": [
    "https://facebook.com/login?next=https%3A%2F%2Fwww.facebook.com%2Flibertygroupllc%2F",
    "https://instagram.com/libertygroupllc",
    "https://libertygroupllc.com",
    "https://libertygroupllc.com/protectyourassets",
    "https://linkedin.com/authwall?trk=ripf&trkInfo=AQG5MjEGn6h90wAAAXzx1y_AIzw3h8BcgcIs_-efm8gLl4BkrR7qh9j62M6vCgCU1Qhnc9vpHbJOM",
    "https://moorefinancialadvice.com",
    "https://twitter.com/libertygrpllc",
    "https://youtube.com/channel/UCDGVSwWnKgGiXOfSoRZkFPA"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286001",
  "city_as_filed": "OAKLAND",
  "url": "https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001",
  "display_name": "Liberty Wealth Management, LLC",
  "summary": "Liberty Wealth Management, LLC is an SEC-registered investment advisory firm in Oakland, CA, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 2, 2026.",
  "citation": "AdvisorCensus. Liberty Wealth Management, LLC (CRD 286001): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Performance-based fees",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)",
    "Educational seminars/workshops",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Liberty Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Liberty Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); performance-based fees; other."
    },
    {
      "q": "Where is Liberty Wealth Management, LLC located?",
      "a": "Liberty Wealth Management, LLC's principal office is in Oakland, CA, according to its Form ADV; the October 2026 filing also lists 8 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Liberty Wealth Management, LLC registered with the SEC or a state?",
      "a": "Liberty Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 286001."
    },
    {
      "q": "How much does Liberty Wealth Management, LLC manage?",
      "a": "Liberty Wealth Management, LLC reports $1,725,386,015 in regulatory assets under management in its Form ADV filing dated September 2, 2026 (91% discretionary)."
    },
    {
      "q": "How have Liberty Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Liberty Wealth Management, LLC: Regulatory assets under management: $855,600,000 in the October 2021 data and $1,725,386,015 in the October 2026 data, up 102%. Total employees: 21 in October 2021 and 43 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Liberty Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (995); individuals (other than high net worth individuals) (515); pension and profit sharing plans (but not the plan participants or government pension plans) (29)."
    },
    {
      "q": "Which custodians does Liberty Wealth Management, LLC use?",
      "a": "Liberty Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Liberty Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/286001"
    },
    {
      "q": "What changed in Liberty Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Changed its office addresses in Cupertino, CA."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 855600000.0,
      "total_employees": 21,
      "filing_date": "2021-08-26"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 1008126432.0,
      "total_employees": 22,
      "filing_date": "2022-08-04"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 986640795.0,
      "total_employees": 22,
      "filing_date": "2023-09-11"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1222778986.0,
      "total_employees": 22,
      "filing_date": "2024-09-27"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1469902558.0,
      "total_employees": 21,
      "filing_date": "2025-03-28"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1725386015.0,
      "total_employees": 43,
      "filing_date": "2026-09-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Changed its office addresses in Cupertino, CA."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Added an office in Cupertino, CA.",
        "Added an office in San Mateo, CA."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 18 to 23.",
        "Regulatory assets under management went from $1,469,902,558 to $1,725,386,015 (+17%)."
      ]
    },
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Added an office in Walnut Creek, CA."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "Registered or notice-filed in MD, SC."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 515,
      "fewer_than_5": false,
      "raum": 379103159.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 995,
      "fewer_than_5": false,
      "raum": 1290728143.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 29,
      "fewer_than_5": false,
      "raum": 26892527.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 15,
      "fewer_than_5": false,
      "raum": 28662186.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/286001",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}