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LIBERTY WEALTH MANAGEMENT, LLC

OAKLAND, CA · CRD 286001 · IAPD ↗ · 510-903-5489

$1.73BRegulatory AUM
23Advisory reps
43Employees
23Clients
51-100Planning clients
1Private funds
21States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
June 2026 — LIBERTY WEALTH MANAGEMENT, LLC added office(s): 6 -> 8 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
75
April 2026 — LIBERTY WEALTH MANAGEMENT, LLC grew from 18 to 23 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
March 2026 — LIBERTY WEALTH MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
49
January 2026 — LIBERTY WEALTH MANAGEMENT, LLC notice-filed in MD, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
December 2024 — LIBERTY WEALTH MANAGEMENT, LLC notice-filed in GA, IN, UT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
October 2024 — LIBERTY WEALTH MANAGEMENT, LLC added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
73
March 2024 — LIBERTY WEALTH MANAGEMENT, LLC grew from 15 to 18 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
85
March 2024 — LIBERTY WEALTH MANAGEMENT, LLC crossed $1B in regulatory AUM ($986.6M -> $1.22B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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