LIBERTY WEALTH MANAGEMENT, LLC

OAKLAND, California·5 registered advisors·CRD# 106036
SEC# 801-649346510-658-1880
01

Firm Overview

AUM
$357M
Regulatory assets under management
Employees
23
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
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LIBERTY WEALTH MANAGEMENT, LLC

5 registered advisors
Dennis Michael Azary
OAKLAND, California
Edward Merrill Smith
OAKLAND, California
Nancy Ann Ohearn
OAKLAND, California
Scott Brown
OAKLAND, California
Thomas Joseph Barrett
OAKLAND, California
CFPCFA
05

Office Locations

OAKLAND, California
5 advisors

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Data sourced from SEC Form ADV filings. LIBERTY WEALTH MANAGEMENT, LLC (CRD# 106036) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.