LIBERTY WEALTH ADVISORS, LLC

NAPLES, Florida·5 registered advisors·CRD# 107774
SEC# 801-566815800-4483550
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LIBERTY WEALTH ADVISORS, LLC

5 registered advisors
Anthony Robert Watson
TROY, Michigan
Donald George Bennyhoff
NAPLES, Florida
James Scott Gladney
NAPLES, Florida
John Robert Bergmann
NAPLES, Florida
Richard Alan Ferri
TROY, Michigan
05

Office Locations

NAPLES, Florida
3 advisors
TROY, Michigan
2 advisors

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Data sourced from SEC Form ADV filings. LIBERTY WEALTH ADVISORS, LLC (CRD# 107774) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.