Liberty Wealth Managers
SEC RegisteredWelcome to Liberty Wealth Managers
About the firm
Liberty Wealth Managers is a privately owned wealth management firm that creates unique solutions for clients at every stage of life. Because they are not tied to any one company, they are able to recommend the best and most suitable solutions from the open market.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Retirement planning, investment management, and wealth management, including portfolio construction based on financial goals, risk appetite, and time horizon.
Who they serve
Clients at every stage of life seeking personalized wealth management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 90 | $31M |
| High Net Worth Individuals | 24 | $29M |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Liberty Wealth Managers has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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