Allocator Index · CRD 286001
LIBERTY WEALTH MANAGEMENT, LLC
Oakland, CA · 510-903-5489 · tiktok.com@libertygroup_pya
Fit score
82
- hnw>=500+22
- aum $250M-$3.0B+22
- any_private_fund+22
- hnw_majority+8
- employees 3-60+8
HNW clients
995
Other individuals
515
HNW assets
$1.29B
Total AUM
$1.73B
Employees
43
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
| Fund | Type | Gross asset value |
|---|---|---|
| LIBERTY ALTERNATIVE ASSET MANAGEMENT, LLC | Other Private Fund | $5.0M |