# Liberty Wealth Management, LLC

> 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.

- CRD: 286001
- Filed as: LIBERTY WEALTH MANAGEMENT, LLC
- Also doing business as: LIBERTY GROUP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Oakland, CA
- Filing period: October 2026
- Form ADV filing dated: September 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/286001
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-wealth-management-llc-oakland-ca-286001

## Quick answers

**How is Liberty Wealth Management, LLC compensated?**
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. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Liberty Wealth Management, LLC located?**
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).

**Is Liberty Wealth Management, LLC registered with the SEC or a state?**
Liberty Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 286001.

**How much does Liberty Wealth Management, LLC manage?**
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).

**How have Liberty Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Liberty Wealth Management, LLC serve?**
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).

**Which custodians does Liberty Wealth Management, LLC use?**
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.

**Does Liberty Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Liberty Wealth Management, LLC's recent Form ADV filings?**
In the October 2026 filing data: Changed its office addresses in Cupertino, CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,725,386,015
- Discretionary: $1,562,730,055
- Non-discretionary: $162,655,960

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 515 | $379,103,159 |
| High net worth individuals | 995 | $1,290,728,143 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 29 | $26,892,527 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 15 | $28,662,186 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 43 total, 23 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, IL, IN, MD, MI, NC, NH, NV, NY, OR, SC, TN, TX, UT, VA, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Cupertino, CA
- Larkspur, CA
- Newport Beach, CA
- Roseville, CA
- Sacramento, CA
- San Francisco, CA
- San Mateo, CA
- Walnut Creek, CA

### Websites listed on Form ADV (Item 1.I)
- libertygroupllc.com
- libertygroupllc.com/protectyourassets
- moorefinancialadvice.com
- Facebook @login
- Instagram @libertygroupllc
- LinkedIn @authwall
- X @libertygrpllc
- YouTube @UCDGVSwWnKgGiXOfSoRZkFPA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $855,600,000 | 21 | August 26, 2021 |
| October 2022 | $1,008,126,432 | 22 | August 4, 2022 |
| October 2023 | $986,640,795 | 22 | September 11, 2023 |
| October 2024 | $1,222,778,986 | 22 | September 27, 2024 |
| October 2025 | $1,469,902,558 | 21 | March 28, 2025 |
| October 2026 | $1,725,386,015 | 43 | September 2, 2026 |

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.

## Changes in the filing (last 12 months)

### October 2026
- Changed its office addresses in Cupertino, CA.

### June 2026
- Added an office in Cupertino, CA.
- Added an office in San Mateo, CA.

### April 2026
- 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%).

### March 2026
- Added an office in Walnut Creek, CA.

### January 2026
- Registered or notice-filed in MD, SC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty Wealth Management, LLC (CRD 286001): Form ADV filing data as of October 2026.