LIBERTY WEALTH ADVISORS, LLC

NAPLES, Florida·4 registered advisors·CRD# 107774
SEC# 801-566815800-4483550
01

Firm Overview

AUM
$1.8B
Regulatory assets under management
Employees
14
Total firm employees
Advisors
4
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

4 registered advisors
Anthony Robert Watson
TROY, Michigan
Donald George Bennyhoff
NAPLES, Florida
CFA
John Robert Bergmann
NAPLES, Florida
Richard Alan Ferri
TROY, Michigan
05

Office Locations

NAPLES, Florida
2 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.