← Tributary

LIBERTY PRIVATE CLIENT, LLC

FORT MYERS, FL · CRD 305130 · IAPD ↗ · libertyprivateclient.com · 239-275-2538

$246.9MRegulatory AUM
3Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — LIBERTY PRIVATE CLIENT, LLC (FORT MYERS, FL) left the SEC roster (was $246.9M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

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