LIBERTY WEALTH MANAGEMENT, LLC

OAKLAND, California·5 registered advisors·CRD# 286001
SEC# 801-1123516510-658-1880
01

Firm Overview

AUM
$1.2B
Regulatory assets under management
Employees
22
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Other: THIRD-PARTY MANAGEMENT PROGRAM
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIBERTY WEALTH MANAGEMENT, LLC

5 registered advisors
Candace Carole Hamilton
OAKLAND, California
David James Hollander
OAKLAND, California
Heidi Mae Sullivan
OAKLAND, California
Melissa Gutwald
OAKLAND, California
Ron L Guidi
OAKLAND, California
05

Office Locations

OAKLAND, California
5 advisors

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Data sourced from SEC Form ADV filings. LIBERTY WEALTH MANAGEMENT, LLC (CRD# 286001) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.