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LIBERTY WEALTH MANAGERS

NEW YORK, NY · CRD 322131 · IAPD ↗ · libertywealthmanagers.com · 267-864-8259

$59.9MRegulatory AUM
1Advisory reps
2Employees
0Clients
n/aPlanning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2024 — LIBERTY WEALTH MANAGERS changed its website from atlanticawealth.com to libertywealthmanagers.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

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