← Tributary

LIBERTY ASSET MANAGEMENT

ALLENTOWN, PA · CRD 142094 · IAPD ↗ · 610 398-7333

$141.0MRegulatory AUM
6Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
3States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — LIBERTY ASSET MANAGEMENT reported RAUM up 29% ($106.2M -> $136.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
95
August 2025 — LIBERTY ASSET MANAGEMENT (ALLENTOWN, PA) is newly SEC-registered with $106.2M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.