{
  "crd_number": 322131,
  "slug": "liberty-wealth-managers-new-york-ny-322131",
  "primary_business_name": "LIBERTY WEALTH MANAGERS",
  "legal_name": "LIBERTY WEALTH MANAGERS LLC",
  "dbas": [
    "ATLANTICA WEALTH, LLC"
  ],
  "city": "New York",
  "state": "NY",
  "country": "United States",
  "cbsa_code": "35620",
  "metro": {
    "cbsa_code": "35620",
    "common_name": "New York",
    "msa_name": "New York-Newark-Jersey City, NY-NJ",
    "path": "/advisors/ny/new-york"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2022-12-09",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-03-31",
  "carried_forward": false,
  "raum_total": 59866605.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 59866605.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 31339675.0,
      "count": 90
    },
    "high_net_worth_individuals": {
      "raum": 28526930.0,
      "count": 24
    }
  },
  "compensation_types": [
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "FL",
    "GA",
    "MI",
    "NH",
    "NJ",
    "NY",
    "OH",
    "TX"
  ],
  "websites": [
    "https://atlanticawealth.com",
    "https://libertywealthmanagers.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/322131",
  "city_as_filed": "NEW YORK",
  "url": "https://advisorcensus.com/firm/liberty-wealth-managers-new-york-ny-322131",
  "display_name": "Liberty Wealth Managers",
  "summary": "Liberty Wealth Managers is an SEC-registered investment advisory firm in New York, NY, registered since 2022, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.",
  "citation": "AdvisorCensus. Liberty Wealth Managers (CRD 322131): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Other"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Liberty Wealth Managers compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Liberty Wealth Managers reports these compensation arrangements: a percentage of assets under its management; other."
    },
    {
      "q": "How much does Liberty Wealth Managers charge?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Liberty Wealth Managers located?",
      "a": "Liberty Wealth Managers' principal office is in New York, NY, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Liberty Wealth Managers registered with the SEC or a state?",
      "a": "Liberty Wealth Managers is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322131."
    },
    {
      "q": "How much does Liberty Wealth Managers manage?",
      "a": "Liberty Wealth Managers reports $59,866,605 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary)."
    },
    {
      "q": "How have Liberty Wealth Managers' assets and staff changed since 2022?",
      "a": "In the Form ADV data for Liberty Wealth Managers: Regulatory assets under management: $69,609,175 in the October 2023 data and $59,866,605 in the October 2026 data, down 14%. Total employees: 2 in October 2022 and 2 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 Managers serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (24)."
    },
    {
      "q": "Which custodians does Liberty Wealth Managers use?",
      "a": "Liberty Wealth Managers' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Novia Global and RL360 as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Liberty Wealth Managers 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/322131"
    },
    {
      "q": "Does Liberty Wealth Managers state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 31, 2026 says: \"The Advisor does not have any minimum requirements for opening or maintaining an account.\""
    }
  ],
  "filing_history": [
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2022-08-10"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 69609175.0,
      "total_employees": 2,
      "filing_date": "2023-05-23"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 58266455.0,
      "total_employees": 2,
      "filing_date": "2024-03-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 60836594.0,
      "total_employees": 2,
      "filing_date": "2025-03-31"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 59866605.0,
      "total_employees": 2,
      "filing_date": "2026-03-31"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 31, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": "1.5% of assets a year",
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Asset-based fee",
        "statements": [
          "Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)"
        ],
        "quotes": [
          "the client will pay Liberty Wealth an annual management fee of up to 1.50%, payable monthly or quarterly in arrears, based on the value of portfolio assets of the account"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "The Advisor does not have any minimum requirements for opening or maintaining an account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": 1.5,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "the client will pay Liberty Wealth an annual management fee of up to 1.50%, payable monthly or quarterly in arrears, based on the value of portfolio assets of the account",
      "The Advisor does not have any minimum requirements for opening or maintaining an account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Novia Global",
      "name_as_filed": "NOVIA GLOBAL",
      "affiliated": false
    },
    {
      "name": "RL360",
      "name_as_filed": "RL360",
      "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-managers-new-york-ny-322131.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 90,
      "fewer_than_5": false,
      "raum": 31339675.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 24,
      "fewer_than_5": false,
      "raum": 28526930.0
    }
  ],
  "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/322131",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}