LIBERTY WEALTH MANAGEMENT, LLC

Tel: 510-658-1880 411 30th Street 2nd Floor Oakland, California 94609

About LIBERTY WEALTH MANAGEMENT, LLC

LIBERTY WEALTH MANAGEMENT, LLC is a Oakland, California based financial advisory firm with nearly $1,222,778,986 in assets under management and provides investment advisory services for 3414 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

286001

Firm SEC#:

801-112351

Assets Under Management:

$1,222,778,986

No. of Clients:

3414

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Education seminars/workshops, Other (THIRD-PARTY MANAGEMENT PROGRAM)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Oakland