# Liberty Wealth Managers

> 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.

- CRD: 322131
- Filed as: LIBERTY WEALTH MANAGERS
- Legal name: Liberty Wealth Managers LLC
- Also doing business as: ATLANTICA WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322131
- AdvisorCensus page: https://advisorcensus.com/firm/liberty-wealth-managers-new-york-ny-322131

## Quick answers

**How is Liberty Wealth Managers compensated?**
On its Form ADV (Item 5.E, October 2026), Liberty Wealth Managers reports these compensation arrangements: a percentage of assets under its management; other.

**How much does Liberty Wealth Managers charge?**
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.

**Where is Liberty Wealth Managers located?**
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).

**Is Liberty Wealth Managers registered with the SEC or a state?**
Liberty Wealth Managers is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 322131.

**How much does Liberty Wealth Managers manage?**
Liberty Wealth Managers reports $59,866,605 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**How have Liberty Wealth Managers' assets and staff changed since 2022?**
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.

**What types of clients does Liberty Wealth Managers serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (90); high net worth individuals (24).

**Which custodians does Liberty Wealth Managers use?**
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.

**Does Liberty Wealth Managers 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/322131

**Does Liberty Wealth Managers state an account minimum?**
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."

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Asset-based fee: up to 1.5% of assets a year (the maximum the brochure states)

> 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

- Account minimum: None

> The Advisor does not have any minimum requirements for opening or maintaining an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Novia Global
- RL360

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: $59,866,605
- Discretionary: $0
- Non-discretionary: $59,866,605

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 90 | $31,339,675 |
| High net worth individuals | 24 | $28,526,930 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2022 (3 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CO, FL, GA, MI, NH, NJ, NY, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Somerset

### Websites listed on Form ADV (Item 1.I)
- atlanticawealth.com
- libertywealthmanagers.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | Not reported | 2 | August 10, 2022 |
| October 2023 | $69,609,175 | 2 | May 23, 2023 |
| October 2024 | $58,266,455 | 2 | March 29, 2024 |
| October 2025 | $60,836,594 | 2 | March 31, 2025 |
| October 2026 | $59,866,605 | 2 | March 31, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Liberty Wealth Managers (CRD 322131): Form ADV filing data as of October 2026.